Dawn Brown is a Managing Director, Wealth Advisor. Dawn is responsible for the development of broad-based financial plans for high net worth clients. Her planning tasks involve gathering relevant financial information, setting life goals, examining current financial strategy and devising plans which will help clients accomplish their financial goals. Dawn’s investment management role consists of devising and implementing an investment strategy and determining a balance between risk and return. She is a professional, working closely with clients on all financial matters.

Prior to joining Peapack Private, Dawn provided wealth management and planning advice to high net worth clients as a Wealth Advisor with Lassus Wherley & Associates from 2016 to 2020 and also has fifteen years’ experience with Altfest Personal Wealth Management in New York.

Dawn holds a B.A. of Accountancy from Birmingham Polytechnic and is a CERTIFIED FINANCIAL PLANNER™. She is a member of the Financial Planning Association of New Jersey and quoted in various media outlets, including The Wall Street Journal, Black Enterprise, Money Magazine, NY Daily News, NJ.com business articles and Consumer Reports. Dawn is also a mentor through the CFP® Board.