Dan Dawson is a Financial Advisor with Raymond James, in the firm's Oakbrook branch office. Over the last 19 years, Dan has developed and refined a process that puts all of the pieces of the financial puzzle together for his clients as their lives unfold and their needs evolve.
When someone retires, sells a business, or has accelerated career success, there can be a tremendous amount of uncertainty? Do I have enough? How do I structure my investments to maintain my lifestyle? What tax strategies will help the most? When should I exercise my stock options? Is there anything I’m missing?
Dan helps reduce that uncertainty by educating his clients on the implications and potential outcomes of their financial decisions, helping them feel confident as they pursue their most deeply held goals, knowing that no opportunities will be missed.
Originally from Homer Glen, IL, Dan graduated from The University of Illinois at Urbana-Champaign with a Bachelor of Arts in finance. He has also completed extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, and earned the following designations:
- CERTIFIED FINANCIAL PLANNER™ professional
- Retirement Income Certified Professional®
- Certified Exit Planning Advisor
- Certified Plan Fiduciary Advisor
Away from the office, Dan resides in La Grange, IL with his wife, Kristen and their four children, Liam, Caleb, Henry & Olivia. When he’s not busy driving kids to games and practices, you can usually find Dan deep in a book, testing out a new recipe in the kitchen, or competing in various local sports leagues.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.