JAMES DAWSON, CFP®, CLU®

Director of Life Settlements

James Dawson is the Director of Life Settlements for our partner, Valmark Financial Group. James is responsible for managing the day-to-day operations of the life settlement business. This includes establishing and implementing new processes and procedures, directing and facilitating the sale of policies from the initial offering through the formal case submission and acting as an escalation resource for complex and technical life settlement issues. He works to find ways to simplify the life settlement transaction process and improve efficiencies. Above all, Mr. Dawson is passionate about delivering the best possible experience for our clients. Mr. Dawson earned a BBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He also holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.

JAMES DAWSON, CFP®, CLU®
Director of Life Settlements

Boston Office
180 Canal Street, Suite 502
Boston, MA 02114
Phone: 617-266-0019
Fax: 617-266-0087

San Francisco Office
120 N. El Camino Real
San Mateo, CA 94401
Phone: 650-347-0276
Fax: 650-347-6078

New York
112 W. 34th Street
Suite 1700
New York, NY 10120
Phone: 212-946-4784

Grand Rapids
171 Monroe Avenue NW, Suite 800
GrandRapids, MI 49503
Phone: (616) 719- 5007

Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201 Thomas Brady & Associates is a Separate Entity From Valmark Securities, Inc. Neither Thomas Brady & Associates nor Valmark Securities, Inc. provides legal or tax advice.

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