Brian D. Dawson, ChFC®, CIMC®
Wealth Manager / Registered Principal RJFS - Vice President DWM
Click here to view a presentation of Brian's Wealth Management Consultative Process: The DWM Process
Brian joined Bassett, Dawson & Foy, Inc. (now DWM as of 2023) in February of 2000. He brings with him almost nine years of financial services experience from Chase Manhattan and MBNA America.
A graduate of the University of Delaware with a BA in History, Brian is securities and general securities sales supervsior licensed and has obtained his fixed, variable annuity, and life insurance licenses.
He is a Registered Representative of Raymond James Financial Services, ICD Division. In addition, he earned the professional designations Certified Investment Management Consultant (CIMC) in 2000, and Chartered Financial Consultant (ChFC) in 2002.
Brian is a member of The Investment Management Consultants Association, The Society of Financial Service Professionals, Financial Services Institute, and The National Association of Insurance and Financial Advisors.
Brian and Fred work as a team. Successful entrepreneurial women are prominent among their diverse client base.
He served as branch Operations Manager since 2009 and assumed Branch Registered Principal responsibilities upon Joe Bassett's retirement in 2020.
Brian is married with two children. He is an automobile enthusiast, enjoys playing drums and hanging out with their chocolate lab Riley.
About Forbes Best-In-State Wealth Management Teams
The 2025 Forbes ranking of America's Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.