Dawn A. Lazarus
Advisor
Firm Experience
Dawn works collaboratively with clients to gain clarity, confidence, and control over their financial futures. She partners with other financial advisors, CPAs, and Trust & Estate attorneys to meet her clients’ needs. Her focus has been on women and multi-generational planning.
Related Experience
Prior to joining Lindberg & Ripple, Dawn served her clients as an investment advisor at Merrill Lynch.
Personal Interests
Dawn serves on the Board of Directors for YWCA Hartford Region as Chair of both the Investment and Development Committees. She is a Board Director for Charitable Gift Planners of Connecticut and serves as the DEIB Chair. She also serves as a Board Member for Junior Achievement and is a member of Connecticut Women’s Council and the Hartford Healthcare Philanthropic Committee. She has been a panelist and speaker at several industry events geared at improving financial literacy in under-represented communities. Ms. Lazarus remains active as an alumna of the University of Pennsylvania (CAS & GSE), Miss Porter’s School and Renbrook.
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Dawn A. Lazarus
Insurance Advisor
Firm Experience
Dawn provides unique and innovative life insurance solutions for the sole benefit of family and corporate clients by partnering with their advisors and industry professionals on their behalf.
Related Experience
Before joining Lindberg & Ripple, Dawn served her clients at Merrill Lynch, Pierce, Fenner & Smith Inc as both a securities agent and an investment advisor representative. There she focused on financial planning services and portfolio management for individuals, nonprofits, and small businesses.
Personal Interests
Dawn is a mother 3 children who loves to spend time with her family playing dominoes or golf.
She is a member of 100 Women Who Can (Farmington Valley) and The Rotary Club of Farmington.