Dawn Filliatreault Wood, FPQP®
Dawn became a member of the Briggs Advisory Group team in 2007 and serves as one of the firm’s Associate Wealth Advisors. She is a registered Paraplanner, as well as an Investment Advisor Representative (Series 66). Her primary responsibility is to manage client relationships and enhance the client experience. Dawn works directly with clients in gathering data and assisting the Wealth Advisors in preparing tax-optimized, goal-focused, planning-driven solutions for our clients. She also reviews and monitors clients' 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.