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Meet Robert

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Robert K. Dawson, ChFC, CLU, REBC, RHU, LUTCF

Financial Advisor

(917) 533-1954

(914) 632-1003

Robert K. Dawson is a financial advisor with Equitable Advisors. For over two decades he has worked with individuals, families and small business owners in helping them realize their financial goals.

He focuses on tactical investment advisory and risk management basics in guiding millennials as well as retirees to make informed decisions about investing their money and insuring their incomes.

Bob resides in New Rochelle, NY, with his family. He enjoys bicycling, camping, hiking, reading, weight lifting and gardening.

Professional Designations(all bestowed by The American College)

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Registered Employee Benefits Consultant (REBC)
  • Registered Health Underwriter (RHU)
  • Life Underwriter Training Council Fellow (LUTCF)

Professional Licenses

  • General Securities Representative (FINRA Series 7)
  • Investor Advisory Representative (FINRA Series 63 & 65)
  • Life & Health Insurance, Variable Products


  • BA, English, 1979 Colgate University (Hamilton, NY)

Community Service

  • Rotary Club of the Pelhams (Pelham, NY)