Dawn R. Carey, CFF^®

Investment Advisor Representative

Dawn founded Phoenix Wealth Management with the goal of delivering the power of knowledge to her clients and has worked side-by-side with many individuals for 23 years, 15 of which she has been an Investment Advisor Representative. She has a true passion for educating and empowering others through their pre-retirement and retirement journeys and beyond. She believes every person’s journey has different stumbling blocks that call for different navigation through the fire. She wants her clients to feel strong, smart, and confident in retirement.

Dawn’s strong faith fuels her work ethic and dedication to her clients. She currently serves as an Investment Advisor Representative. She also has her insurance license in Life, Health, and Annuities.

When not meeting with her clients or out in the community leading retirement workshops, Dawn can be found golfing, doing palates, yoga, or serving her community’s needs in The Villages, Florida area.

The Certified Financial Fiduciary^® (CFF^®) Designation demonstrates the individual has met educational standards to carry out a fiduciary standard of care and acting in a client’s best interest.