Frederick J. Dawson, ChFC, CLU

Wealth Manager, RJFS - President, DWM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

Click on the below picture for a short introductory video on Fred.

 

 

 

 

 

*Raymond James is not affiliated with CEG worldwide.  Raymond James has not verified and does not endorse nor guarantee that the foregoing information is accurate or complete.

My name is Fred Dawson and I have more than 40 years of comprehensive wealth management experience.  I am dedicated to being a trusted advisor to successful women.

My years of experience in advising successful women, many of whom I've interviewed for my books and articles, has revealed some extraordinary points of view, opinions, feelings and ideas about the financial well-being of women.  One of the prevailing themes today is that women are squeezed between caring for their children, their parents and (lastly!) themselves.  Women tend to think of everyone else first.

What's more, women have a natural propensity to outlive men.  They may be faced with making some decisions they do not feel ready to face.  Many find themselves suddenly faced with a myriad of decisions when they may be most vulnerable to well-intended, but uninformed advice.

Click below for a short video to learn what Fred can do for women and their financial well-being.

 

 

 

 

 

In 2015 Fred published a new book:  "Pearls:  Women Who Radiate Success".  He published his second Pearls in 2017 and third in the "Pearls" series in 2020. The books are available for download and purchase.  All book sales proceeds go to the non-profit Fresh Start Scholarship Foundation.

 

Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James does not endorse the book "Pearls:  Women Who Radiate Success" or its authors.

I encourage you to contact me for a complimentary second opinion.  One of three things will happen.

Click here to view a presentation of Fred's Wealth Management Consultative Process

 The DWM Process  

One of three fouding principal partners of Bassett, Brosius and Dawson, Inc / Bassett, Dawson & Foy, Inc. in 1985, and Presdient of Dawson Wealth Management LLC, Fred Dawson entered the world of financial planning in 1980. He has earned the professional designations Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). A frequent columnist for the "Ask the Experts" section of The News Journal and other local, national and international publications, Fred can often be heard on both radio and national television. Fred is very active in his community and is either a current member or has strong ties with the following groups: The Christina Educational Enrichment Fund, Past President of the Delaware Chapter of the Society of Financial Service Professionals, The National Association of Insurance and Financial Advisors, The International Association of Qualified Financial Planners, Financial Services Institute, Newark Morning Rotary, The Grand Opera House and The First Presbyterian Church of Newark.  He is a Registered Representative of Raymond James Financial Services, ICD Division.

Fred has been named to the Forbes list of Best-In-State Wealth Advisors six times, 2018, 2020, 2021, 2022, 2023 and 2024.   The list recognizes top financial advisors at banks, brokerages, custodians, insurance companies, clearing houses and others from across the U.S.

Unlike other advisor rankings, SHOOK is not a "robo-ranker" - numbers such as production and assets don't tell the whole story, especially when much of the data is self-reported.  SHOOK Research creates rankings of role models - advisors that are leading the way in offering best practices and providing a high-quality experience for clients.  A focus on both quantitative and qualitative factors, including telephone and in-person meetings, is imperative.

About Forbes Top Wealth Advisors Best-In-State (2024)

Forbes Top Wealth Advisors Best-in-State (2024) The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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

Fred is married with two children and two grandchildren. He is active in his church and enjoys antique and classic automobiles, music and working with youth.

The trust equation

Fred appeared in the 2003 book "The Trust Equation".  The book is available for download and purchase.

 

 

 

Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James does not endorse the book "The Trust Equation" or its authors.

An accomplished musician, Fred's hobby is playing Tenor Saxophone and keyboards. He has performed for many non-profit organizations, including playing The National Anthem to open Wilmington Blue Rocks baseball games. His life long goal of performing with his "sax hero" Boots Randolph was recently realized with two concerts at The Grand Opera House in Wilmington.

In 2002 Fred started a 60's and 70's classic rock band named Club Phred. The band has won numerous awards since their first public performance in 2004. Click here to read about Fred and Club Phred in Delaware Today Magazine. As of November 2023, Club Phred has helped numerous non-profit organizations raise in excess of $5,000,000 since their first public performance. Click here to read February 2008 article about Fred in Delaware Today MagazineClick here to see Fred in Delaware Today Magazine July 2019.

*Opinions expressed in the attached article are those of the author and are not necessarily those of Raymond James.  All opinions are as of this date and are subject to change without notice.  Any opinions are those of Fred Dawson and not necessarily those of Raymond James.  Expressions of opinion are as of this date and are subject to change without notice.  Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymons James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. 

Click on the Club Phred logo to visit Club Phred's website.

Club phred

Click here for REPLAY VIDEO of virtual client eventClub Phred First Responder Fundraiser- June 19, 2020

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.

Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James does not endorse the book "The Trust Equation" or its authors.

2024 AdvisorHub 100 Solo Practice Advisors to Watch

The 2024 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.  https://www.advisorhub.com/advisors-to-watch-solo-2024/

*FSI Advocacy Circle of Excellene Award 2023

The 2023 FSI Advocacy Circle of Excellence Award was released on 9/12/2023 and recognizes FSI members who are advocates for the independent financial services industry, demonstrating outstanding commitment to advancing advocacy priorities. Winners are determined based on engaging with FSI's advocacy activities throughout the year including: Meeting with legislators and regulators, Hosting a congressional event for FSI members, Providing hearing testimony, Responding to calls to action, Attending FSI Events, and Submitting op-eds in support of an FSI advocacy issue. Of the over 190,000 FSI affiliated advisors, 14 received the recognition in 2023. This ranking is based upon the period from 7/1/2022 to 7/15/2023 and was released on 9/12/2023. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with the Financial Services Institute.