Relationship Manager
Dawson joined CIC in July 2022 as a Relationship Manager working with Chris Grogan. Prior to joining the firm, Dawson was a Planning Associate at Modera Wealth Management. He earned a bachelor’s degree in Business majoring in Finance with a concentration in financial planning from Virginia Tech’s board-registered CFP® certification education program. Dawson holds the FINRA Series 65 license.
Outside of the office, Dawson enjoys spending time with family and friends, traveling, volunteering, golf, and pickleball. He is also involved with the Charlotte Hokies alumni association.
Insights
Links to articles Dawson has contributed to this site: