Dawson named to Forbes 2023 wealth advisor list for 5th time

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Dawson
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Fredrick J. Dawson, president of Bassett, Dawson & Foy, Inc. and Wealth Manager was among the Raymond James-affiliated advisors named to the Forbes 2023 list of Best-In-State Wealth Advisors. The list, recognizes advisors from national, regional, and independent firms.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

This is Fred’s fifth time being recognized for this accomplishment, having also been recognized in 2018, 2020, 2021 and 2022.  Dawson, who joined Raymond James in 1983, has more than 39 years of experience in the financial services industry. He offers wealth management services for individuals, businesses and non-profit organizations.

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.  Bassett, Dawson & Foy, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

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