Brian D. Dawson, ChFC, CIMC®

Wealth Manager / Registered Principal RJFS - Vice President DWM




View Brian Dawson, ChFC, CIMC's profile on LinkedIn

Click here to view a presentation of Brian's Wealth Management Consultative Process: The DWM Process 

Brian joined Bassett, Dawson & Foy, Inc. (now DWM as of 2023) in February of 2000. He brings with him almost nine years of financial services experience from Chase Manhattan and MBNA America.

A graduate of the University of Delaware with a BA in History, Brian is securities and general securities sales supervsior licensed and has obtained his fixed, variable annuity, and life insurance licenses.

He is a Registered Representative of Raymond James Financial Services, ICD Division. In addition, he earned the professional designations Certified Investment Management Consultant (CIMC) in 2000, and Chartered Financial Consultant (ChFC) in 2002.

Brian is a member of The Investment Management Consultants Association, The Society of Financial Service Professionals, Financial Services Institute, and The National Association of Insurance and Financial Advisors.

Brian and Fred work as a team. Successful entrepreneurial women are prominent among their diverse client base.

He served as branch Operations Manager since 2009 and assumed Branch Regisrtered Princiapl responsibilities upon Joe Bassett's retirement in 2020.

Brian is married with two children. He is an automobile enthusiast, enjoys playing drums and hanging out with their chocolate lab Riley. 

    This award is bestowed by an independent third party organization not affiliated with Raymond James.