Dawna Turner joined Merrill Lynch Wealth Management in 2012, bringing with her a wealth of industry experience spanning 36 years. Her current focus centers on serving high net worth individuals and their families. Dawna has established a disciplined process that begins with a thorough understanding of each client's unique needs, concerns, and priorities.
Dawna is committed to continuous professional development and financial education. She holds the esteemed CERTIFIED FINANCIAL PLANNER™ Professional designation awarded by the Certified Financial Planner Board of Standards, Inc. Dawna's advanced training encompasses various areas such as Education Planning, Risk Management and Insurance Planning, Employee Benefits, Investment Planning, Tax Minimization Strategies, Retirement Savings and Income Planning, and Estate Planning Strategies. Additionally, she possesses the Certified Trust and Fiduciary Advisor, CTFA, designation sponsored by the ABA Institute of Certified Bankers, and the Chartered Retirement Planning Counselor™, CRPC™, designation from the College for Financial Planning Institutes Corp. Dawna earned her Bachelor of Science degree in Finance from California State University, Chico.
In her role as a Portfolio Advisor, in addition to providing traditional advice and guidance, Dawna can also help her clients' pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.
Dawna's professional qualifications include holding the Series 3, 7, 9, 10, 63, and 66 FINRA registrations.
She and her husband, Rob Turner, reside in Longmont, Colorado, have three adult children and one grandchild. Outside of work, they share a passion for outdoor activities and college football.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
