Dawn Doebler
Senior Wealth Advisor at The Colony Group | Bethesda, Maryland, United States
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Dawn Doebler serves as a Senior Wealth Advisor at The Colony Group, where she leverages her extensive background in finance and personal experience to provide comprehensive wealth management solutions for her clients. Since the merger of Bridgewater Wealth with The Colony Group in January 2018, Dawn has played a pivotal role in integrating strategic financial planning and investment management services, helping clients navigate complex financial landscapes. Her expertise as a Certified Divorce Financial Analyst allows her to offer specialized guidance to individuals undergoing life transitions, ensuring they make informed decisions that align with their long-term financial goals.
Dawn's multifaceted career has equipped her with a unique perspective on wealth management, blending her experience as a corporate executive and business owner with her skills in financial analysis and corporate finance. She has successfully managed key projects that focus on retirement planning and mergers & acquisitions, providing clients with tailored strategies that address their specific needs. Furthermore, her involvement in nonprofit administration and fundraising reflects her commitment to giving back to the community, enhancing her holistic approach to financial advising.
As a speaker and author, Dawn shares her insights on financial literacy and empowerment, emphasizing the importance of strategic planning in achieving financial independence. Her role on various nonprofit boards showcases her dedication to fostering positive change, both in the financial sector and beyond. With a keen understanding of small business dynamics and a passion for helping clients thrive, Dawn Doebler continues to be a trusted advisor and advocate for financial well-being at The Colony Group.
Senior Wealth Advisor at The Colony Group in May 2016 to Present
Principal & Senior Wealth Advisor at The Colony Group at The Colony Group in April 2019 to Present
Board Member at Montgomery Hospice in July 2019 to Present
Adjunct Professor - Finance and Economics Department at University of Maryland University College in September 2018 to Present
Senior Advisor and Director of Education at Bridgewater Wealth & Financial Management in May 2016 to December 2017
Treasurer and Board Member at Habitat for Humanity Metro Maryland in March 2013 to June 2016
Senior Wealth Advisor at Madison Wealth in September 2013 to April 2016
Fundraising and Production - Documentary Films at Various Independent Film Projects in January 2012 to December 2015
Senior Wealth Manager at Ferguson Asset Management in April 2010 to August 2013
Chief Client Advisor at EmergingWealth Investment Management in August 2009 to February 2010
Senior Wealth Manager and V.P. at Ferguson Asset Management in February 2008 to March 2009
Associate Financial Advisor at Tripp Financial in January 2006 to January 2008
Systems Implementation Consultant at JATO Dynamics in January 1998 to January 1999
Finance Manager at Nissan North America in January 1994 to January 1997
Finance Manager at Southern California Edison in January 1992 to January 1994
Financial Analyst at Ford Motor Company in January 1990 to January 1992
Paraplanner at MidAtlantic Financial Management in January 1987 to January 1988
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Wealth Management
Strategic Financial Planning
Financial Advisory
Investment Management
Independent Film Production
Non-profit Administration
Fundraising
Retirement Planning
Portfolio Management
Mergers & Acquisitions
Finance
Financial Analysis
Management Consulting
Wealth
Management
Corporate Finance
Small Business
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Discover more about The Colony GroupWhat is Dawn Doebler email address?
Email Dawn Doebler at [email protected]. This email is the most updated Dawn Doebler email found in 2026.
How to contact Dawn Doebler?
To contact Dawn Doebler send an email to [email protected].
What company does Dawn Doebler work for?
Dawn Doebler works for The Colony Group
What is Dawn Doebler's role at The Colony Group?
Dawn Doebler is Senior Wealth Advisor
What is Dawn Doebler's Phone Number?
Dawn Doebler's phone (301) ***-*210
What industry does Dawn Doebler work in?
Dawn Doebler works in the Hospitals And Health Care industry.
Dawn Doebler Email Addresses
Dawn Doebler Phone Numbers
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