DAWN ALEXANDER

Dawn Leota Alexander, CFP®, CIMA®, CEPA®, CLTC®, CDFA®

Senior Portfolio Manager, Vice President

Certified Investment Management Analyst™

Certified Divorce Financial Analyst™

Certified Exit Planning Advisor™

Financial Planning Specialist

Certified in Long-Term Care™

Certified Financial Planner™

Family Wealth Advisory | Transitional Wealth Planning | Wealth Management | Holistic Wealth Planning

Morgan Stanley Wealth Management

50 A1A North, Suite 112

Ponte Vedra Beach, FL 32082

Office: 904 273 7589

Dawn.Alexander@MS.com

Biography

With over a decade of experience in the financial services industry, Dawn works closely with clients to develop financial plans that highlight their values, their multi-generational goals, and ultimately, allow them to create their legacy.

Dawn takes care to understand her clients' personal and financial goals, family dynamics, balance sheet needs and philanthropic interests. She enjoys taking a holistic approach, cohesively advising clients across many facets of their lives. Her clients count on her as a thoughtful steward of their wealth, helping to preserve and grow what they have worked hard to achieve.

Over her professional career, Dawn has earned numerous advanced certifications to enhance the services her team provides to clients. She is designated as a Senior Portfolio Manager (SPM), Certified Financial Planner™ (CFP®), Certified Investment Management Analyst™ (CIMA®), Certified Exit Planning Advisor™ (CEPA®), Certified in Long-Term Care™ (CLTC®), Certified Divorce Financial Analyst™ (CDFA®), and Financial Planning Specialist (FPS).

As a Senior Portfolio Manager (SPM) and Certified Investment Management Analyst™ (CIMA®) with Morgan Stanley, Dawn is part of a select group of Financial Advisors qualified by the firm to manage your assets based on training, experience, and commitment to client service. She brings a disciplined approach to portfolio management and investing. Dawn focuses her efforts primarily on providing investment and consulting services to affluent executives, families, and entrepreneurs.

As a Certified Financial Planner™(CFP®), Dawn has extensive training in understanding the complexities involved in managing the multifaceted, nuanced financial concerns and challenges of wealthy families. She follows a highly structured planning process that identifies financial objectives, sources of income, cash flow, asset management, risk management, and estate planning strategies.

Her passion lies in helping clients through times of transitions including retirement, selling a business, loss of loved one, or divorce. Dawn incorporates an educational component in her discussions with clients to ensure that they have a clear understanding of their options and then, assists them in making sound financial decisions that will lay a foundation for greater financial security and flexibility.

After growing up and seeing her own family struggle after the passing of her mother, Dawn has had a deep desire to help people understand and improve their financial situation. This is what led Dawn to the Wealth Management industry where she has built her practice around educating, empowering, and helping individuals and families structure their finances to achieve their unique life goals.

As a Certified Exit Planning Advisor®(CEPA®), Dawn helps entrepreneurs integrate exit strategies into their business, personal and financial goals. The exit plans she constructs with her clients are strategically designed blueprints that assist them in selling a business - ensuring that they are prepared for their life in retirement.

Dawn received an academic scholarship to the University of North Florida where she earned both her bachelor's and MBA, with majors in marketing and business administration, and minors in economics and international business. After completing her undergraduate and graduate degrees, Dawn also earned a graduate certificate in Investment Management Theory and Practice from Yale School of Management, a graduate certificate in Financial Planning from Florida State University and earned her Six Sigma Black Belt Certificate from James Madison University. She holds the Series 7, 66, 215 Life and Health Insurance licenses.

Dawn has been named to Morgan Stanley's prestigious Pacesetter's Club. This is a global recognition program for Financial Advisors who demonstrate the highest professional standards and first-class client service.

Committed to her community, over her career she has remained actively involved with several non-profit organizations through various leadership and board positions. Outside of the office, Dawn enjoys spending much of her free time outdoors, boating and reading.

Education

• Yale School of Management, Investment Management Theory & Practice, Topics Covered: Behavioral Finance, the Investment Consulting Process, Portfolio Design & Theory, Graduate Certificate
• University of North Florida, Master of Business Administration (M.B.A.) with a focus in International Business
• Florida State University, Graduate Certificate in Financial Planning
• University of North Florida, Bachelor of Business Administration (B.B.A.) with a focus in Economics & Marketing
• James Madison University, Lean Six Sigma Black Belt Process Improvement, Executive Certification

Professional Certifications

• Senior Portfolio Manager (SPM)
• Certified Investment Management Analyst™ (CIMA®)
• Certified Financial Planner™ (CFP®)
• Certified Divorce Financial Analyst™ (CDFA®)
• Certified Exit Planning Advisor™ (CEPA®)
• Certified in Long-Term Care™ (CLTC®)
• Financial Planning Specialist (FPS)

Community & Professional Involvement

• Member, Investments & Wealth Institute®
• Member, Exit Planning Institute®
• Member, Institute for Divorce Financial Analysts®
• Member, Jacksonville Women's Network (JWN)
• Member, Downtown Jacksonville Rotary
• Board Member, The Salvation Army
• Member, First Coast Cultural Center in Arts and Culture
• Past Board Member, Beaches Habitat for Humanity
• Past Board Member, University of North Florida Financial Services Advisory Board
• Past Jacksonville Woman of Influence
• Past Committee Member, Wolfson's Children's Hospital
• Past Committee Member, St. Vincent's Healthcare Foundation
• Leadership Jacksonville Class of 2020 Graduate

Securities Agent: RI, WI, OR, TX, UT, OH, SC, PA, SD, OK, NY, NV, NM, VA, TN, NE, NC, WA, MO, MN, MI, ME, VT, KY, IN, LA, IL, IA, GA, FL, DC, CT, MD, CA, MA, AR, AL, CO, AZ, NJ, ND, MT; General Securities Representative; Investment Advisor Representative

NMLS#: 1706394

Dawn Leota Alexander, CFP®, CIMA®, CEPA®, CLTC®, CDFA®

Senior Portfolio Manager, Vice President

Certified Investment Management Analyst™

Certified Divorce Financial Analyst™

Certified Exit Planning Advisor™

Financial Planning Specialist

Certified in Long-Term Care™

Certified Financial Planner™

Family Wealth Advisory | Transitional Wealth Planning | Wealth Management | Holistic Wealth Planning

Morgan Stanley Wealth Management

50 A1A North, Suite 112

Ponte Vedra Beach, FL 32082

Office: 904 273 7589

Dawn.Alexander@MS.com

Biography

With over a decade of experience in the financial services industry, Dawn works closely with clients to develop financial plans that highlight their values, their multi-generational goals, and ultimately, allow them to create their legacy.

Dawn takes care to understand her clients' personal and financial goals, family dynamics, balance sheet needs and philanthropic interests. She enjoys taking a holistic approach, cohesively advising clients across many facets of their lives. Her clients count on her as a thoughtful steward of their wealth, helping to preserve and grow what they have worked hard to achieve.

Over her professional career, Dawn has earned numerous advanced certifications to enhance the services her team provides to clients. She is designated as a Senior Portfolio Manager (SPM), Certified Financial Planner™ (CFP®), Certified Investment Management Analyst™ (CIMA®), Certified Exit Planning Advisor™ (CEPA®), Certified in Long-Term Care™ (CLTC®), Certified Divorce Financial Analyst™ (CDFA®), and Financial Planning Specialist (FPS).

As a Senior Portfolio Manager (SPM) and Certified Investment Management Analyst™ (CIMA®) with Morgan Stanley, Dawn is part of a select group of Financial Advisors qualified by the firm to manage your assets based on training, experience, and commitment to client service. She brings a disciplined approach to portfolio management and investing. Dawn focuses her efforts primarily on providing investment and consulting services to affluent executives, families, and entrepreneurs.

As a Certified Financial Planner™(CFP®), Dawn has extensive training in understanding the complexities involved in managing the multifaceted, nuanced financial concerns and challenges of wealthy families. She follows a highly structured planning process that identifies financial objectives, sources of income, cash flow, asset management, risk management, and estate planning strategies.

Her passion lies in helping clients through times of transitions including retirement, selling a business, loss of loved one, or divorce. Dawn incorporates an educational component in her discussions with clients to ensure that they have a clear understanding of their options and then, assists them in making sound financial decisions that will lay a foundation for greater financial security and flexibility.

After growing up and seeing her own family struggle after the passing of her mother, Dawn has had a deep desire to help people understand and improve their financial situation. This is what led Dawn to the Wealth Management industry where she has built her practice around educating, empowering, and helping individuals and families structure their finances to achieve their unique life goals.

As a Certified Exit Planning Advisor®(CEPA®), Dawn helps entrepreneurs integrate exit strategies into their business, personal and financial goals. The exit plans she constructs with her clients are strategically designed blueprints that assist them in selling a business - ensuring that they are prepared for their life in retirement.

Dawn received an academic scholarship to the University of North Florida where she earned both her bachelor's and MBA, with majors in marketing and business administration, and minors in economics and international business. After completing her undergraduate and graduate degrees, Dawn also earned a graduate certificate in Investment Management Theory and Practice from Yale School of Management, a graduate certificate in Financial Planning from Florida State University and earned her Six Sigma Black Belt Certificate from James Madison University. She holds the Series 7, 66, 215 Life and Health Insurance licenses.

Dawn has been named to Morgan Stanley's prestigious Pacesetter's Club. This is a global recognition program for Financial Advisors who demonstrate the highest professional standards and first-class client service.

Committed to her community, over her career she has remained actively involved with several non-profit organizations through various leadership and board positions. Outside of the office, Dawn enjoys spending much of her free time outdoors, boating and reading.

Education

• Yale School of Management, Investment Management Theory & Practice, Topics Covered: Behavioral Finance, the Investment Consulting Process, Portfolio Design & Theory, Graduate Certificate
• University of North Florida, Master of Business Administration (M.B.A.) with a focus in International Business
• Florida State University, Graduate Certificate in Financial Planning
• University of North Florida, Bachelor of Business Administration (B.B.A.) with a focus in Economics & Marketing
• James Madison University, Lean Six Sigma Black Belt Process Improvement, Executive Certification

Professional Certifications

• Senior Portfolio Manager (SPM)
• Certified Investment Management Analyst™ (CIMA®)
• Certified Financial Planner™ (CFP®)
• Certified Divorce Financial Analyst™ (CDFA®)
• Certified Exit Planning Advisor™ (CEPA®)
• Certified in Long-Term Care™ (CLTC®)
• Financial Planning Specialist (FPS)

Community & Professional Involvement

• Member, Investments & Wealth Institute®
• Member, Exit Planning Institute®
• Member, Institute for Divorce Financial Analysts®
• Member, Jacksonville Women's Network (JWN)
• Member, Downtown Jacksonville Rotary
• Board Member, The Salvation Army
• Member, First Coast Cultural Center in Arts and Culture
• Past Board Member, Beaches Habitat for Humanity
• Past Board Member, University of North Florida Financial Services Advisory Board
• Past Jacksonville Woman of Influence
• Past Committee Member, Wolfson's Children's Hospital
• Past Committee Member, St. Vincent's Healthcare Foundation
• Leadership Jacksonville Class of 2020 Graduate

Securities Agent: RI, WI, OR, TX, UT, OH, SC, PA, SD, OK, NY, NV, NM, VA, TN, NE, NC, WA, MO, MN, MI, ME, VT, KY, IN, LA, IL, IA, GA, FL, DC, CT, MD, CA, MA, AR, AL, CO, AZ, NJ, ND, MT; General Securities Representative; Investment Advisor Representative

NMLS#: 1706394