Dawn Sweed is a graduate of SUNY New Paltz with her Bachelor’s Degree in Business with a concentration in Marketing. Before beginning her financial industry career in 2013, she owned and operated her own family business within her local community. She joined Walden Savings Bank in 2015 as an Assistant Branch Manager and was quickly promoted to Branch Manager of the Corporate Office. After much success as a Branch Manager, Dawn transitioned into our Wealth Management department in 2018.
Dawn prides herself on being a great listener and her ability to work with her clients to achieve their financial goals. She is a hands on advisor who looks to develop a relationship with each person she meets with in order to help them on a deeper level. She understands that to best serve her clients, she must take an all-inclusive approach and that each individual’s situation is very unique. Dawn is very proactive and stays up to date with current information and the latest trends in the industry in order to provide her clients the best advice. As a former business owner, mother and wife, Dawn uses her outside experiences along with her financial knowledge to help formulate strategies to ensure that her clients successfully achieve their goals.
As a Walden Investment Services Financial Advisor, Dawn is well versed in Investment Management, Retirement Planning, Tax-efficient Education Savings, Estate Planning, etc. She holds her FINRA Series 6, 63 and 7 registrations as well as her New York State Life and Health Insurance Licenses. Currently, she is working on becoming a ChFC (Chartered Financial Consultant).
Dawn currently resides in Wallkill, NY with her two children, Noah and Charlee. She is very involved in their elementary school, serving as the Co- President of the Walden Elementary School PTO. Away from business and volunteering, Dawn enjoys boating, skiing and spending time with family and friends.