Dawna has invested our money for the last several years, even before she joined Stratos Wealth Partners. She has done an excellent job, especially with the ups and downs in the market.
Her ability to answer our questions is a very important quality. She is always "Johnny on the Spot" with a complete and comprehensive explanation and will research if necessary.
Besides her financial competence, she is able to allay our fears about our investments in times of berserk market movements.
Her calm demeanor coupled with her financial knowledge is a great combo for a finacial advisor. We trust her as an advisor and appreciate her as a dear friend.
5
Nov 22, 2018
Steve Pugsley
Dawna has been very helpful managing and investing for me last few years. Very professional and am very satisfied with her skills
Dawna has invested our money for the last several years, even before she joined Stratos Wealth Partners. She has done an excellent job, especially with the ups and downs in the market. Her ability to answer our questions is a very important quality. She is always "Johnny on the Spot" with a complete and comprehensive explanation and will research if necessary. Besides her financial competence, she is able to allay our fears about our investments in times of berserk market movements. Her calm demeanor coupled with her financial knowledge is a great combo for a finacial advisor. We trust her as an advisor and appreciate her as a dear friend.