Dawson Wealth Management Group Joins UBS in San Diego

Rhea-AI Summary

UBS Wealth Management USA has welcomed the Dawson Wealth Management Group to its San Diego branch. Led by Edward Dawson, the team includes experienced advisors and associates dedicated to developing tailored financial strategies. Edward Dawson, with over 30 years in the financial sector, aims to support high-net-worth clients. New team members include Kyle Dawson, Adrianne Hoy, Patty Bribiesca, and Katherine Tawoda, each bringing a wealth of expertise to UBS. This addition highlights UBS's commitment to enhancing client services and financial planning.

Positive

• Dawson Wealth Management Group expands UBS's client advisory capacity.
• The team has significant experience in wealth planning, beneficial for UBS's high-net-worth clients.
• The team members bring diverse expertise enhancing UBS's service offerings.

Negative

• None.

UBS Wealth Management USA today announced that the Dawson Wealth Management Group joined the firm in San Diego, California. The team is led by Financial Advisor Edward (“Ed”) Dawson and includes Associates Adrianne Hoy, Kyle Dawson, Patty Bribiesca and Katherine Tawoda. The team has significant experience developing planning-based strategies, which enable clients to understand their wealth and the impact it can have on their families and society.

“We’re pleased to welcome the Dawson Wealth Management Group to UBS,” said Scott Hollaender, Downtown San Diego Branch Manager at UBS Wealth Management USA. “As a firm, we aim to help our clients achieve their goals and create a better world for the next generation. We know the team shares this philosophy and we look forward to seeing what they accomplish at UBS and how they go the extra mile to meet their clients’ needs.”

Ed Dawson, CFP®, CIMA® has spent over 30 years in the financial services industry and joins UBS as a Managing Director. His extensive experience handling the assets of high-net-worth clients throughout major market shifts enables him to structure balanced portfolios that address specific financial goals. An honors graduate of San Diego State University (SDSU), Ed also earned a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania. He works with several charitable organizations, including the YMCA and various Autism support groups.

Kyle Dawson, Ed’s son, joins UBS as a Financial Advisor. Kyle chose to follow in his father’s footsteps after graduating from the University of Miami. He spent seven years in sales and marketing roles prior to joining UBS. Kyle holds FINRA Series 7 and 66 registrations and is in the process of achieving the Certified Financial Planner® designation.

Adrianne Hoy joins UBS as a Senior Wealth Strategy Associate. Adrianne has more than 15 years of experience in customizing financial advice to meet the needs of her clients. She holds FINRA Series 7 and Series 66 registrations, as well as a California insurance license. Adrianne graduated with a Bachelor’s degree from SDSU and, prior to entering the financial services industry, taught science to students in San Diego County. She volunteers as a Court-Appointed Special Advocate with the charitable organization Voices for Children.

Patty Bribiesca joins UBS as a Senior Wealth Strategy Associate. Patty worked as a financial consultant for over 20 years, working closely with clients to develop personalized investment plans focused on real-life goals and dreams. She earned her Bachelor’s degree from Arizona State University and has completed advanced studies, earning the Accredited Wealth Management Advisor℠ designation through the College for Financial Planning. Patty holds FINRA Series 7, 66, 3, 9 and 10 registrations, as well as a California insurance license. She is committed to making a difference in the personal and professional lives of current and future generations of Latinas as the founder and circle leader of Lean In Latinas San Diego.

Katherine Tawoda joins UBS as a Senior Registered Client Service Associate. Katherine has over 17 years of experience in the financial services industry, havi

FAQ

What is the significance of the Dawson Wealth Management Group joining UBS?

The Dawson Wealth Management Group enhances UBS's client advisory capacity in San Diego with experienced advisors focusing on tailored financial strategies.

Who leads the Dawson Wealth Management Group at UBS?

The Dawson Wealth Management Group is led by Edward Dawson, who has over 30 years of experience in the financial services industry.

What experience does Edward Dawson have?

Edward Dawson has over 30 years of experience in handling high-net-worth clients and has a Certified Investment Management Analyst (CIMA®) designation.

When did the Dawson Wealth Management Group join UBS?

The Dawson Wealth Management Group joined UBS Wealth Management USA recently, specifically announced in the press release.

What qualifications do the members of the Dawson Wealth Management Group hold?

Team members hold various qualifications including FINRA registrations and degrees from reputable universities, enhancing their financial advisory capabilities.