CFP, Life Settlements Valmark Financial Group
As the Manager of Life Settlements for our partner, Valmark Financial Group, James is responsible for managing the day-to-day operations of the life settlement business. This includes establishing and implementing new processes and procedures, directing and facilitating the sale of policies from the initial offering through the formal case submission and acting as an escalation resource for complex and technical life settlement issues. He works to find ways to simplify the life settlement transaction process and improve efficiencies.
Above all, Mr. Dawson is passionate about delivering the best possible experience for our clients. Mr. Dawson earned a BSBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He also holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.
62 Walnut Street
Wellesley, MA 02481