Dawn Smith Maloney

An Ameriprise Platinum Financial Services® Practice
Dawn Smith Maloney
CFP®, ChFC®
Senior Financial Advisor
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(508) 497-5023
1 Ash Street
Hopkinton, MA 01748


dawn.e.smithmaloney@ampf.com

Contact Information


(508) 497-5023
1 Ash Street
Hopkinton, MA 01748

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www.ameripriseadvisors.com/dawn.e.smithmaloney

My Philosophy

I've been helping people reach their goals for 16 years.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Experience

Qualifications

  • Senior Financial Advisor
  • Bachelor of Arts Degree

Professional Associations


Interests

  • I've run three marathons. My office is on the starting line
  • of the Boston Marathon, which I've run twice. I raised over
  • $15,000 for Dana Farber Cancer Research, thanks to my
  • clients, colleagues and friends.

License information

I am licensed and registered to conduct business in MA.

Based on licenses and registrations I hold, I may also conduct certain business in OR, CT, FL, IL, ME, MO, PA, RI, WA, WI

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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AREAS OF FOCUS
  • General Financial Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies

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My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.