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Joseph Dawson, CFP®
Senior Vice-President, Jackson/Roskelley Wealth Advisors
CERTIFIED FINANCIAL PLANNER™ professional
Joe applies his more than three decades of experience in the financial services industry in his role as a financial advisor, a position he's held for the past 18 years - specializing in assisting retired and semi-retired individuals, Joe also works with international clients who live a cross-border lifestyle. (a forte he established during his more than 15 years working in Canada.)
Joe believes that the dominant determinant of investment success is investor behavior and by coaching and nurturing the correct behavior, the clients he serves will be able to more adeptly reach their goals.
Active in his community, Joe serves as a Board Member for the City of Scottsdale Board of Adjustment and as Director for Scottsdale Ranch Community Association. He is President of Scottsdale Bay Club and serves as Membership Chair for the BMW Car Club of America's Arizona chapter.
Originally from Saskatoon, Canada, Joe makes his home in Scottsdale and is a parent to three grown children, Jesse, Tyler and Katie. Together they are grateful for all the opportunity life offers and endeavor to leave the world around them better than they found it.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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