Jake Dawson
Senior Partner, Investment Advisor
In August of 2016, Jake, along with his partner Josh Stamm, formed Legacy Wealth Management. Prior to Legacy, Jake worked as a Financial Advisor at Merrill Lynch and as a Financial Specialist with Wachovia. During that time Jake built many new relationships with great families across the United States with the majority right here in Central Virginia. Jake has obtained his Chartered Retirement Planning Specialist designation from the College For Financial Planning. This specialized designation allows Jake to better understand the complex financial planning strategies associated with retirement, and how to best use those strategies in your overall retirement plan.
Having over 15 years of experience in the financial industry, Jake saw major flaws with the direction the industry was taking and wanted to do something about it. This is ultimately where the vision of Legacy Wealth Management came from.
"The vision for our company is to create an atmosphere where the client not only feels comfortable with the advice they are being given, but more importantly feels that we care as much for their goals, as they do. We can only create this by actually investing time into our clients lives with educational events, appreciation events, systematic investment reviews and steady communication with the families we serve." - Jake Dawson
Jake and his wife Laura have been married for over 20 years and have three wonderful children. Emma, their oldest, is actively involved in her church and attending college with a focus on fashion design and marketing. Julian is currently in High School working toward his expected graduation in 2024. When not working on schoolwork or at McDonald’s, Julian enjoys hanging out with friends and skateboarding. Christian, their youngest, is currently very busy in extracurricular activities like cheerleading, soccer, and volleyball. She has been invited to join the National Honors Society and aspires to go into Political Science once in college. Laura is the anchor of the family and keeps all things in their proper place. Laura works at Legacy part-time and helps with interior design, event management and client communication.
Looking ahead Jake plans on growing Legacy Wealth Management to not only a household name for our local area, but also evolving Legacy into a full service establishment for all financial services.
"The goal is to hire and build strategic relationships with accountants, insurance specialists and estate attorney's so that when our clients have financial situations arise, we will be able to guide them without any conflict of interest or miscommunication between the multiple financial professionals". - Jake Dawson
Jake believes having multiple experts all working toward one common goal, serving the client, will give the best overall experience and advice therefore meeting the unique needs of every client.