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Summary
- Firm: Dawson Capital
- Job Title: President
- Location: Los Angeles, CA
Experience
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 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.
Rebecca has 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 Emerson Equity LLC provides her clients with full service wealth strategies.
Professional & Securities Licenses:
- FINRA Series 53 Municipal Securities Principal
- FINRA Series 79 Investment Banking
- FINRA Series 7 General Securities
- FINRA Series 22 Direct Participation Programs
- FINRA Series 63 Uniform Securities Agent State Law
Disclaimer: “This website does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service. Securities and advisory services offered through Emerson Equity LLC, member FINRA/SIPC, only in states in which Emerson is registered or exempt from registration. Emerson is not affiliated with any other entity identified in this communication. All investing involves risk. Past performance is not indicative of future results. Speak to your tax professional before investing.”
Education
Rebecca received her BA in Liberal Arts, Magna cum Laude from University of Texas at Austin.
Quote from Rebecca Dawson
“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.”