Rebecca Dawson

Retirement, Investing, Taxes
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Helpful
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Articles
238
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“Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country.”
Firm:

Silber Bennett Financial

Job Title:

Senior Vice-President

Biography:

Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country. Her mission is to be a trusted advisor to her clients by partnering with them to identify what is most important in their financial lives while providing tailored solutions to help achieve their goals.

For over 20 years, Rebecca has served as a financial advisor. She has developed highly refined methods for evaluating client's needs and formulating successful investment strategies. She and her staff provide an exceptional level of service to her clients, who are typically worth well in excess of $1 million and include some of the most prominent people in the United States.

Before joining Silber Bennett, Rebecca managed her own independent brokerage office since 1999. Prior to that she held similar positions with PaineWebber, Merrill Lynch, and Alex.Brown & Sons.

Her clientele have included corporate presidents, and officers, charitable foundations, pension funds, business owners, and wealthy retirees. Her affiliation with Silber Bennett Financial provides her clients with full service wealth strategies.

Education:

BA, Liberal Arts, University of Texas at Austin

Disclaimer:

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH SILBER BENNETT FINANCIAL, INC.

DOI: CA 0H72697  |  MEMBER: FINRA / SIPC

Videos
  • Why Choose Rebecca Dawson
  • Rebecca Dawson on To The Point
All Articles
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May 2017
    Retirement Plans, Retirement Savings, Taxes, IRAs
April 2017
    ETFs, Financial Planning, Investing, Mutual Funds
May 2017
    Income Tax, IRAs, Retirement Savings
March 2017
    IRAs, Retirement Savings, Tax Deductions / Credits, Real Estate
May 2017

All Answers
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    Choosing an Advisor
Can an advisor move to a different firm and take your account with him without your consent?
100% of people found this answer helpful

No, if an advisor decides to leave his or her current investment firm and go to a competitor, the client would need to fill out all new account documentation. This would include a new account form, transfer form, etc. Even if the new firm used the same clearing firm you would be required to excute all new documents then be assigned a new account number for each account that is transfered to the new firm. 

Always read any documents before signing or ask your advisor to explain in detail what you are signing. Any transfer can be rescinded or transfered back to the previous firm so you always have control of your assets.

5 days ago
    Banking
Are all bank accounts insured by the FDIC?
5 days ago
    IRAs, Real Estate
How do I set up a self directed IRA to invest in real estate?
50% of people found this answer helpful
5 days ago
    Marriage / Divorce, IRAs, Retirement Plans
Can IRAs be held jointly by spouses?
5 days ago
    IRAs, Retirement Plans
What are the risks associated with a Roth IRA?
5 days ago