Broker Check
Dawna Westberg-Welch

Dawna Westberg-Welch

Wealth Advisor | Partner

Dawna is originally from South Orange County, California. She has worked in the financial services industry since 1994. She started her career at Fidelity National Title in Irvine, California. There she specialized in facilitating 1031 Exchange property transactions. She also majored in Business Administration at University of Phoenix. It was during this time in her life that Dawna learned she loves helping people and became passionate about helping clients with their unique financial needs.

In 2005, Dawna moved to Northern Arizona. She has three wonderful daughters and three adorable grandchildren (so far) with her husband Michael. They all enjoy boating at Lake Powell, skiing, camping, off-roading and hiking with their dogs.

In 2009 Dawna joined JP Morgan Chase in the Village of Oak Creek and for almost 7 years she enjoyed serving her clients there. In 2016 she left her position as Private Client Advisor as she found the flexibility, independence, and unbiased support she now has as a Wealth Advisor with Stratos Wealth Partners. Dawna holds the Series 7 and 63 registrations through LPL Financial and holds the Series 65 registration through Stratos Wealth Partners Ltd. She also holds her life insurance license through the state of Arizona.

Dawna takes a holistic approach toward total wealth management. Her focus is on Retirement, Investments, Risk Management, Insurance, Trusts and Estate Planning. By truly listening and taking a personal interest in her client’s needs, she gets to know each client’s goals and desires and designs a custom plan around them.

Dawna strongly believes that to provide quality advice about a client's finances requires a comprehensive approach. Managing investments must include considering a client's tax strategy, risk tolerance and time horizon. With a client-focused, comprehensive plan in place and regular reviews, Dawna strives each day to work one on one with her clients to help them achieve their financial goals. She is grateful to all those who entrust her with personal details of their finances and who allow her to make a career of being their trusted family advisor.