Dawn RobertsonVice President, Business Operations Manager, Windermere
Dawn, Windermere, plays an active role in working directly with the clients of United Capital of New York & New Jersey financial advisers to provide a link between them and the advisers of our firm. She provides support through ongoing contact and project management. Her specialties include having detailed knowledge of the specifics involved in each one of our client situations. This provides our team the ability to deliver timely, accurate and holistic wealth counseling that ultimately helps our clients make decisions that will help them to live their one best financial life.
Dawn resides in Fair Lawn, New Jersey, with her husband, Billy, and their three children