![Dawn Doebler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dawn Doebler
Gestionnaire de Portefeuille-Actions chez
Focus Partners Wealth LLC
Profil
Ms. Dawn E.
Doebler is a Senior Wealth Advisor at Focus Partners Wealth LLC.
She has provided wealth management and financial planning solutions for clients for over 25 years.
Prior to joining the firm, Ms. Doebler worked in large corporations, including Ford, Nissan, and Southern California Edison, and served as Senior Wealth Advisor and Director of Education at Bridgewater Wealth & Financial Management.
She also served as an adjunct professor of financial planning for the University of Maryland Global Campus and led the Investment Committee and served on the Board of Montgomery Hospice.
She received her undergraduate degree from Grove City College and an MBA from the University of Maryland.
Postes actifs de Dawn Doebler
| Sociétés | Poste | Début |
|---|---|---|
Focus Partners Wealth LLC
 Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Gestionnaire de Portefeuille-Actions | 01/01/2018 |
Anciens postes connus de Dawn Doebler
| Sociétés | Poste | Fin |
|---|---|---|
Bridgewater Wealth & Financial Management LLC
 Bridgewater Wealth & Financial Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/12/2017 |
Madison Financial Advisors Ltd.
 Madison Financial Advisors Ltd. Investment ManagersFinance Madison believes that asset allocation is a key element in determining overall portfolio returns and must accurately reflect their client’s individual goals. The investment strategy for a specific client is based upon the objectives, income needs, and tax situation stated by the client. Portfolios are generally diversified to increase the opportunity set to manage the risk associated with investing. | Corporate Officer/Principal | 01/05/2016 |
Ferguson Asset Management, Inc.
 Ferguson Asset Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/08/2013 |
Tripp Financial Consultants, Inc.
 Tripp Financial Consultants, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 21/02/2008 |
Formation de Dawn Doebler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Grove City College
 Grove City College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison believes that asset allocation is a key element in determining overall portfolio returns and must accurately reflect their client’s individual goals. The investment strategy for a specific client is based upon the objectives, income needs, and tax situation stated by the client. Portfolios are generally diversified to increase the opportunity set to manage the risk associated with investing. | Finance |
Ferguson Asset Management, Inc.
Ferguson Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Tripp Financial Consultants, Inc.
Tripp Financial Consultants, Inc. Investment ManagersFinance Provides investment advice | Finance |
Bridgewater Wealth & Financial Management LLC
Bridgewater Wealth & Financial Management LLC Investment ManagersFinance Provides investment advice | Finance |
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