Rob Dawson

Wealth Advisor

Investing on one’s behalf is much more than understanding numbers, the markets, and current macroeconomic trends. Rob understands that to really help individuals, families, and business owners financially excel he must first come to the realization of their “why?”. Through conducting a comprehensive financial analysis, focusing on everything in your life attached to a dollar sign, Rob can help tailor a customized guide path to make your dreams and goals a secure reality. Rob understands that being an advisor is an extremely large responsibility, and it encapsulates the joint vision of long-term success towards a lifetime of one’s hard work.

During Rob’s six-year tenure at Charles Schwab, as a Vice President, Financial Consultant and Registered Representative, he focused on deepening client relationships and offering premier client service. He has dealt with clients from numerous backgrounds, varying investments needs, and differing retirement aspirations. He assisted these individuals through deep financial planning dialogues, investment portfolio reviews, and personalized recommendations of wealth management solutions. His focus on the development of trust is paramount in every relationship he establishes.

Rob is a Certified Financial Planner™ (CFP®), a Registered Investment Advisor, a Registered Representative, and is Life & Variable Insurance Licensed. He received his bachelor of science degree from Indiana University – Bloomington. Go Hoosiers!

He and his wife, Katie, enjoy spending time with their son, Owen, daughter, Adalynn, and their black lab, Gabby. In Rob’s free time, he likes to stay active, golf, travel, volunteer, and root for the Indianapolis Colts.

Ready to make sense of your money?

Just make a call to start the conversation and evaluation of what you need and want. Let us help you plan the next stage of your life.

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