Dawn Filliatreault Wood

Dawn Filliatreault Wood

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Dawn Filliatreault Wood, FPQP™

Relationship Manager

Dawn became a member of the Briggs Advisory Group team in 2007 and serves as one of the firm’s Relationship Managers. She is a registered Paraplanner, as well as an Investment Advisor Representative (Series 66).  Her primary responsibility is to assist in maintaining client relationships and enhancing the client experience. Dawn leads the firm's team in gathering and authenticating client information and data, assisting the overall team in preparing tax-optimized, goal-focused, planning-driven solutions for our clients. She also takes a lead role in the firm's constant review and monitoring of client investment portfolios to assure they remain in accordance with their stated investment strategies.  Dawn received her Bachelor of Arts Degree in Psychology from Rhode Island College.  Prior to Briggs Advisory Group, she worked for 12 years at a mutual fund company in the Fund Administration Department.  Dawn is a member of the Rhode Island Saltwater Anglers Association.

 

 

 

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