Dawn Maslar
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Oklahoma City, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Oklahoma City
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About Dawn Maslar
With over 40 years of combined industry experience, the group of Maslar, Verhille, Grimes & Associates strive to provide excellent service and take a dynamic and individualized approach to help clients address their financial needs. Our Group, as well as, Merrill Lynch believe that by combining knowledge, experience and acumen with a deep understanding of a client’s financial goals and objectives, their lives, families, interests and passions, that an approach based on “know-how” and “know-you” truly reflects our philosophy of working closely with clients to help them live the lives they desire and plan accordingly for the future goals they have expressed. With the clients in mind and our focus on the complex economic environment today, we believe that investors must be equipped to respond to market changes, price volatility and global events to help ensure that their portfolio stays on track to meet their needs. At the same time we believe that investors must also be well equipped and ready to take advantage of market trends to preserve and grow their wealth Specialties: Dawn Maslar is a Wealth Management Advisor in the Oklahoma City Office who holds a CRPC® designation that is awarded by the The College for Financial Planning®. Dawn is focused on customized wealth planning and incorporates the importance of individualized planning for each clients specific needs and goals.
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