Doug Dawson, CFP®, ChFC®, CLU®
Wealth Management Advisor

Dawson Financial Services

My Team

Our Team

We believe that everyone deserves to find financial success. We will guide and organize your financial life to help you find your own vision of financial security.

If you would like to schedule an appointment or request any other service, please let us know. Our team will respond promptly.

Wealth Management Advisor
(713) 333-9900
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Director of Financial Planning
(713) 333-9908

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Investment Operations Associate
(713) 333-9906
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Director of Insurance Operations and Services
(713) 333-9904

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Our Support Team

This investment team is comprised of members from the Advisory Investment and Private Client Services teams. They provide customized investment management services for high-net-worth clients and investment research and consulting support for the advisory products and services. The team addresses specific client needs by providing enhanced portfolio analytics, investment research and guidance.

The Investment Strategy Committee is responsible for WMC's overall global macro outlook and reflecting those viewpoints in the asset allocation strategies used in the Signature Portfolios models and in Private Client Services accounts. The Committee's disciplined process includes a thorough assessment of the overall risks and opportunities inherent in the broad investment environment over an intermediate-term time horizon.

Investment Team

As representatives of Northwestern Mutual, Wealth Management Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Northwestern Mutual Wealth Management Company. Wealth Management Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with Northwestern Mutual in order to support Wealth Management Advisors but may not represent all companies. As a team, Wealth Management Advisors and their staff are committed to helping clients achieve financial security.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck