Dawna Turner
Wealth Management Advisor at Merrill Lynch
Based in Boulder, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Boulder
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About Dawna Turner
With 36 years in the financial services industry, I am focused on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill and the banking and lending capabilities of Bank of America to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.* Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the ABA Institute of Certified Bankers
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