Allowing someone into the world of your finances can be deeply personal, and it is important to select someone with a wealth of practical knowledge, experience and passion for people to be your trusted advisor.
In 2015, I began my career with Edward Jones as a Branch Office Administrator. After completing my associates degree in accounting and my bachelor's degree in business, I became a financial advisor with the firm in 2018.
As a financial advisor, my ultimate objective is to help take care of my clients' assets, so that they may live a life of comfort, freedom and financial well-being, in sync with their most wildly important dreams. I am thoughtful, communicative and clear in how I help my clients to organize, build and enjoy their wealth. I take great pride in personalized strategies, created to fit into the lives of both busy professionals and active retirees. I closely partner with my clients' tax professionals and attorneys, always keeping the best interest of our clients at the forefront of our planning.
Outside of the office, I enjoy membership in the following organizations:
• Newark Rotary Club
• Licking County Chamber of Commerce
• Young Leaders of Licking County
When I'm not in the office working with clients in over 16 states across the US, I enjoy staying busy in my community and with my family (and our bulldog, Lulu). I can often be found at the baseball field cheering on my two sons, Bransyn and Braxlee, or at the school watching my teenage daughter, Kaidence, cheer for her high school football and basketball team.
If you value personal relationships and professional advice, we're probably going to be a good fit. Give us a call or stop by the branch—we look forward to seeing you.
Office Address605 Country Club Dr
Newark, OH 43055
Phone NumberAllison Dawson at (740) 344-0316
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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