J. Dawn Heneberry, CTFA, AWMA®, CFP®
Dawn Heneberry is a long-time Charlottesville resident with over 35 years of experience as an investment professional. She is an experienced Managing Director with a Bachelor's degree focused in Economics from University of Virginia. Skilled in Financial and Estate Planning, Private Banking, Risk Management and Credit Analysis, she specializes in developing comprehensive financial solutions with an emphasis on building personal relationships.
She has also been an active leader in the community and has served on a number of local boards including Chair of the Center at Belvedere (formerly the Senior Center) Capital Campaign Committee, Past Chair, Charlottesville Area Community Foundation, Past President, Charlottesville Rotary Club, Past President, Central Virginia Estate Planning Council.
Dawn holds herself accountable to recommend strategies with your needs and goals in mind. She takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that she can assess the interaction of multiple objectives and the far reaching implications they can have on each other.