Dawn M. Page

Director, Private Wealth Client Service

Dawn Page is Director, Private Wealth Client Services dedicated to serving the unique needs of high-net-worth individuals and families. With nearly two decades of financial services industry experience, Dawn is well versed in delivering superior client value and managing custodial relationships that provide True Fiduciary® standards of transparency.

Previously, Dawn was Director of Operations at Convergent Wealth Advisors and spent time serving clients at Merrill Lynch, Morgan Stanley and Cordant Wealth Partners.

In the community, Dawn is active with our corporate philanthropic initiatives as well as volunteering her time with children in local schools.

Dawn holds a Bachelor of Business Administration from Stetson University where she was also a scholarship NCAA Division 1 volleyball player, earning MVP status. She resides in Leesburg, Virginia with her two daughters.