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Darren Dawson

Darren Dawson, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

150 S US Highway 1

4th Floor,

Jupiter, FL 33477-5116

Darren.Dawson@Truist.com

Phone 561-972-9323

Fax 561-972-9341

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About me

Background

Darren Dawson is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 24 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. Darren has earned the professional designation of CERTIFIED FINANCIAL PLANNER™. Darren holds himself accountable to recommend strategies with the client's needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. Darren takes the time to talk to and get to know his clients, gaining an understanding of the critical aspects of their financial life so that he can assess the interaction of multiple objectives and the far-reaching implications they can have on each other.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts - Economics
St. Mary’s College of Maryland 1993

Personal Interests

Darren Is an avid golfer. He played golf professionally and still competes today. He was a member of the Screen Actor Guild and appeared as an extra in "Forest Gump" and “Major League Two." He and his wife, Michele, have a farm complete with horses, dogs, cats and an extensive garden.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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