portrait of Dawn M Blocker

About Dawn

My Passion: Intergenerational Wealth Strategies. I have over 25 years of experience in helping families plan for their children's education, plan for a work-optional life and plan their legacy so they can leave a footprint by passing their wealth to the people and places they care most about.

My Process: I will consult with you to understand what is most important to you. I will learn how much risk you're willing, or not willing to take, to achieve your financial goals. I will create a personalized strategy to help you reach your goals. If in our initial appointment we find we...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving

Work History

  • Edward JonesFebruary 1999 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Sports Enthusiast

Team Members

  • Kathy Ahern
    Sr. Branch Office Administrator
  • Suzi Brownlee
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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