Review Dawn Alexander, CDFA, Financial Advisor At Morgan Stanley In st-johns, florida, united-states | Finance In St Johns
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Dawn Alexander, CDFA, Financial Advisor At Morgan Stanley
50 Highway A1A North, Suite 112, FL 32082
St-johns,
Florida,United-states - 32082
Detailed description is I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you.
Dawn is a financial professional who offers comprehensive wealth planning strategies, helping high net worth individuals, foundations, family offices, corporations and corporate retirement plans achieve their immediate and long-term objectives..
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Dawn graduated from the University of North Florida with a B.B.A in Marketing and minor in Economics and a M.B.A with a concentration in International Business.
Dawn received a graduate certificate in Financial Planning from Florida State University and earned her Six Sigma Black Belt Certificate from James Madison University.
Dawn holds Series 7, 66 and Life and Health Insurance licenses.
She also holds the Certified Divorce Financial Analyst® (CDFA™) designation.
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Dawn is an active member of her community serving on the Financial Services Advisory Board at the University of North Florida and Beaches Habitat for Humanity Young Professionals Board.
She is also involved with the Women's Board of Wolfson Children's Hospital, Big Brothers Big Sisters of Northeast Florida, and Junior Achievement of North Florida.
In her spare time Dawn enjoys boating, spending time at the beach and traveling.
Dawn currently resides in Ponte Vedra Beach, FL.
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Areas of Focus: Wealth Preservation Strategies, Tax Planning Strategies, Executive Compensation and Benefit Strategies, Retirement Planning Strategies, Investments, Estate Planning Strategies.
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Disclaimers: .
© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications.
MSSB will not accept purchase or sale orders via Facebook or its messaging systems.
MSSB is not responsible for content posted by third-parties.
MSSB does not provide tax or legal service – please consult a tax advisor.
Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.
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The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
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They accept cards , cash and other modes of payments
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