{"id":614,"date":"2021-10-11T15:31:28","date_gmt":"2021-10-11T15:31:28","guid":{"rendered":"http:\/\/tbradyandassociates.com\/site\/?page_id=614"},"modified":"2022-11-16T17:30:10","modified_gmt":"2022-11-16T17:30:10","slug":"our-team-james-dawson","status":"publish","type":"page","link":"https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-james-dawson\/","title":{"rendered":"Our Team &#8211; JAMES DAWSON"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; admin_label=&#8221;HERO&#8221; _builder_version=&#8221;4.11.2&#8243; _module_preset=&#8221;default&#8221; background_video_mp4=&#8221;https:\/\/player.vimeo.com\/external\/627607595.hd.mp4?s=3ba05b5555ebaa45e1834efe27aae3d73ebbf0ba&#038;profile_id=175&#8243; background_video_pause_outside_viewport=&#8221;off&#8221; bottom_divider_style=&#8221;curve&#8221; bottom_divider_color=&#8221;#dbdcdb&#8221; bottom_divider_height=&#8221;50px&#8221; global_module=&#8221;598&#8243; collapsed=&#8221;on&#8221; 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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\u2122 professional.[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/tbradyandassociates.com\/site\/our-firm\/#OURTEAM-OP&#8221; button_text=&#8221;Back to the Team&#8221; button_alignment=&#8221;center&#8221; admin_label=&#8221;BUTTON &#8211; Back to Team (OP)&#8221; _builder_version=&#8221;4.11.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#4C4C4C&#8221; button_bg_color=&#8221;#dad7c5&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;8px&#8221; button_use_icon=&#8221;off&#8221; global_module=&#8221;589&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(48,48,48,0.88)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; button_text_color__hover_enabled=&#8221;on|hover&#8221; 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admin_label=&#8221;FOOTER &#8211; COLUMNS&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.19.0&#8243; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Boston Office<\/strong><br \/>180 Canal Street, Suite 601<br \/>Boston, MA 02114<br \/>Phone: 617-266-0019<br \/>Fax: 617-266-0087<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.19.0&#8243; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>San Francisco Office<\/strong><br \/>120 N. El Camino Real<br \/>San Mateo, CA 94401<br \/>Phone: 650-347-0276<br \/>Fax: 650-347-6078<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.19.0&#8243; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>New York<\/strong><br \/>112 W. 34th Street<br \/>Suite 1700<br \/>New York, NY 10120<br \/>Phone: 212-946-4784<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.19.0&#8243; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Grand Rapids<\/strong><br \/>171 Monroe Avenue NW, Suite 800<br \/>GrandRapids, MI 49503<br \/>Phone: (616) 719- 5007<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;FOOTER &#8211; DISCLOSURE&#8221; _builder_version=&#8221;4.18.0&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_image=&#8221;https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/site_images_lrg_1920x1200_FTR_01C.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_module=&#8221;340&#8243; saved_tabs=&#8221;all&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row admin_label=&#8221;DISCLOSURE&#8221; _builder_version=&#8221;4.18.0&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER DISCLOSURE&#8221; _builder_version=&#8221;4.16&#8243; text_font=&#8221;|300||on|||||&#8221; text_text_color=&#8221;#f4f4f4&#8243; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Securities Offered Through Valmark Securities, Inc. Member <a href=\"https:\/\/brokercheck.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a>, <a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a> 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201\u00a0<strong>Thomas Brady &amp; Associates<\/strong> is a Separate Entity From Valmark Securities, Inc.\u00a0Neither <strong>Thomas Brady &amp; Associates<\/strong> nor Valmark Securities, Inc. provides legal or tax advice.<\/p>\n<p>To the extent any material on this website (including any attachments) concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed within.<\/p>\n<p>Any publication or other material on this website is for informational purposes and does not contain or convey legal advice. The information herein should not be used or relied upon in regard to any particular facts or circumstances without first consulting a lawyer.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Meet the TeamJAMES DAWSON, CFP\u00ae, CLU\u00ae 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\u2122 professional.JAMES DAWSON, CFP\u00ae, CLU\u00aeDirector of Life Settlements Boston Office180 Canal Street, Suite 601Boston, MA 02114Phone: 617-266-0019Fax: 617-266-0087San Francisco Office120 N. El Camino RealSan Mateo, CA 94401Phone: 650-347-0276Fax: 650-347-6078New York112 W. 34th StreetSuite 1700New York, NY 10120Phone: 212-946-4784Grand Rapids171 Monroe Avenue NW, Suite 800GrandRapids, MI 49503Phone: (616) 719- 5007Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":315,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:paragraph -->\r\n<p>This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p>\r\n<!-- \/wp:paragraph -->\r\n\r\n<!-- wp:quote -->\r\n<blockquote class=\"wp-block-quote\"><p>Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. 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