GREAT FALLS, MONT. – Casey Dawson recently joined Bravera Wealth in Great Falls as a wealth advisor. She began her career in the financial industry in 1997 and has spent much of her career serving clients across Montana. With decades of experience in financial services, Dawson helps individuals, families and businesses evaluate their overall financial picture and create plans designed to support future generations.
Dawson is passionate about the relationship side of financial planning and enjoys helping clients navigate life's transitions and evolving financial needs. She believes the best advice comes from understanding each client's unique circumstances and taking the time to build lasting relationships based on trust, communication and personal attention.
A Montana native, Dawson grew up on a ranch outside of Belt and remains deeply connected to the community. She and her husband, Jeff, live on a ranch outside Belt with their two sons and stay active in local activities and youth sports. Dawson also serves on the Belt Baseball Club nonprofit board.
Dawson earned a Bachelor of Science degree in Business and Information Systems from MSU Billings and holds the Certified Trust and Fiduciary Advisor (CTFA) designation.
Products and services offered through Bravera Wealth are not a deposit, not FDIC insured, not insured by any federal government agency, not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.