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Melissa Dawson

Melissa Dawson

Client Relations Manager

EXPERIENCE:

Melissa has worked in the wealth management industry for over 25 years.  Her father was a Financial Advisor with Waddell & Reed for 33 years. She learned about the industry at a very young age, and grew to understand the importance of taking care of clients through her father’s eyes.  Her experience as a Client Relations Manager is invaluable to Freddie’s clients and the practice.

PERSONAL:

Melissa was born and raised in Orange County, and is married to Brad Dawson.  She is a proud step-mom to two wonderful men, Brent Dawson who served in the United States Navy, and Quentin Dawson, who works in his uncle's family business.  She has a great support system with her husband, two boys, grandson and soon to be daughters-in-law.  Melissa loves to travel, love and laugh.


Melissa acts as a non-registered associated person of LPL Financial, LLC. She is authorized to assist Freddie Brown, CFP® with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the LPL Certified Financial Planner she supports. Additionally, she is not authorized to enter into any contractual obligations on behalf of LPL Financial, LLC. or otherwise bind the firm. (2/21)