Dawn is a Client Service Associate at RTD Financial. She has been with RTD since 2008 and works predominantly out of our West Chester office. Dawn helps to fulfill client requests and inquiries, including opening new accounts, processing cash requests, and account maintenance as needed. Over the years, Dawn has enjoyed creating strong, lasting relationships with her clients.
Dawn has been granted the Financial Paraplanner Qualified Professional (FPQP®) designation. With this designation, she is a key support member working closely with RTD’s Financial Planners.
Dawn is a native of New Jersey and currently resides in Delaware. Outside of work, Dawn likes spending time with her three children and her grandchildren, going to flea markets and thrift shops and watching old movies.
Getting to know Dawn
What do you enjoy most about working at RTD?
The caring nature of our firm.
What makes you good at what you do?
My ability to understand the needs of our clients.
What personal accomplishment are you most proud of?
My Children and Grandchildren
What’s the most exciting vacation you’ve taken?
Visiting the black hills of South Dakota for six months