Elisabeth Dawson

Financial Adviser of the Year - USA

Profile

Elisabeth Dawson is the founder of Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors Inc., organisations that provide comprehensive financial advising with education to help clients achieve their desired wealth goals. Having spent 23 years as a financial adviser, Elisabeth believes that the cornerstone to her success is the vigilant recognition that losses hurt you more than gains help you.

Finding creative ways to protect and grow the assets of her clients has been Elisabeth’s professional passion as she specialises in helping those that desire consistent stable returns that deliver solid growth but want to see their principle protected with as little risk as possible. Her organisation’s macroeconomic approach begins with a comprehensive evaluation of a client’s “Wish List” and financial engineering strategies to achieve successful results with minimised risk. Unlike other traditional financial planning firms, the team at Copia focuses on educating and counselling their clients through every financial task and decision in their lives.