Darren Dawson, CFP^®
Executive Managing Director, Partner

Darren offers clients more than 24 years of comprehensive wealth management experience, taking a team‑based approach that brings together specialists in investments, investment planning, credit, and estate strategies. As a CERTIFIED FINANCIAL PLANNER® professional, he holds himself accountable for recommending strategies aligned with each client’s needs, goals, and long‑term vision.

His guidance is supported not only by deep experience and collaboration with a broad network of specialists, but also by highly attentive service and thoughtful coordination of resources. Darren takes the time to get to know his clients on a personal level, gaining a clear understanding of the critical aspects of their financial lives. This allows him to assess how multiple objectives interact and the far‑reaching implications they can have on one another.

Darren earned his Bachelor of Arts in Economics from St. Mary’s College of Maryland in 1993, providing a strong academic foundation for his advisory work.

Outside the office, Darren is inspired by the memory of family members and friends he has lost to cancer. This personal experience has fueled his commitment to growing his hair and donating it when it reaches the required length, supporting those undergoing treatment. He is also an avid dog lover, finding joy and balance in the companionship and energy that dogs bring to his life.