Our advisors

Our team

Dawn Sherwood

Dawn Sherwood

Registered Client Service Associate

Personal Intro

Dawn joined Ameriprise Financial Services, Inc. in November of 2013.

Qualifications

  • - Licenses Held, Series 7, 9, 10, 63, 65 & Florida Insurance License

Roles & Responsibilities

  • Dawn is responsible for coordinating on-going contacts with our clients including all administrative requests. In addition to administrative tasks, Dawn can enter non-solicited trades for clients.
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Lori Fraraccio

Lori Fraraccio

Registered Client Service Associate

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed
  • 215 Licensed: Life, Health & Variable Annuity
  • Associates of Arts Degree from PBSC

Roles & Responsibilities

  • Operations / Client Service
  • Trading / unsolicted trades
  • Marketing
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Lesley K. Degenhart

Lesley K. Degenhart

Registered Client Service Associate