PROFESSIONAL PROFILE
With over 20 years in the financial services industry, M. Dawn Lloyd, CFP®, CRPC®, brings a wealth of knowledge to her clients in all areas of financial planning such as investment management, retirement, income strategies, estate planning services, and debt structuring. Dawn holds both the Certified Financial Planner™ and Chartered Retirement Planning Counselor™ designations, which allow her to develop highly-customized solutions for her clients’ needs, whether they be individuals or small businesses. With clients ranging in age from a few months old to those in their 90’s, Dawn has an affinity for those who are looking to develop a long term relationship with a financial advisor they can trust. Dawn's goal is to be your advisor for life!
Dawn has been in the financial services industry since 1989 and joined Merrill Lynch in 2009. Her focus is on helping her clients to see the "big picture" and educating them on strategies to help them meet their short- and long-term goals. Dawn takes time to listen to her clients so she can truly understand what it is that concerns them, frequently working with her clients' attorneys and tax advisors to provide appropriate solutions. A strong believer in lifelong learning, Dawn strives to stay up-to-date on issues that may impact her clients both now and in the future.
In her spare time, Dawn is involved in several organizations in her community dedicated to helping women:
•President - Zonta Club of the East Valley, member of Zonta International
•Secretary - Tempe Charter Chapter of the American Business Women's Association (ABWA)
•Vice President - Inter-Club Council of Arizona
•Member - Metropolitan Business and Professional Women (BPW)
•Past board member and current member - Order of the Eastern Star
•Sponsor - Dress for Success Phoenix
Dawn is also a supporter of the arts as an Arizona State University (ASU) Gammage VIP Club member (Kathryn Gammage Circle) through the ASU Foundation.
A native of southern California, Dawn holds a Bachelor of Arts in Liberal Studies, Arts & Letters from Northern Arizona University and resides in Gilbert with her husband. Her daughter is currently a senior at Arizona State University.