UBS Wealth Management USA announced that the Dawson Wealth Management Group had joined the firm in San Diego.
UBS Wealth Management USA, part of UBS, has brought in a new group based in San Diego, California.
The team at Dawson Wealth Management Group is led by financial advisor Edward Dawson and includes associates Adrianne Hoy, Kyle Dawson, Patty Bribiesca and Katherine Tawoda.
Ed Dawson, who has spent more than 30 years in the financial services industry, is joining UBS as a managing director. An honors graduate of San Diego State University, he also earned a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania. He works with several charitable organizations, including the YMCA and various autism support groups.
Kyle Dawson, Ed’s son, is joining UBS as a financial advisor. He chose to follow in his father’s footsteps after graduating from the University of Miami. Kyle spent seven years in sales and marketing roles prior to joining UBS. He holds FINRA Series 7 and 66 registrations and is in the process of achieving the Certified Financial Planner® designation.
Adrianne Hoy is joining as a senior wealth strategy associate. Hoy has more than 15 years of experience in the sector. She holds FINRA Series 7 and Series 66 registrations, as well as a California insurance license. Hoy graduated with a bachelor’s degree from SDSU and, prior to entering the financial services industry, taught science to students in San Diego County. She volunteers as a Court-Appointed Special Advocate (CASA) with the charitable organization Voices for Children.
Patty Bribiesca, who is joining as a senior wealth strategy associate, has worked as a financial consultant for over 20 years. She earned her bachelor’s degree from Arizona State University and has completed advanced studies, earning the Accredited Wealth Management AdvisorSM designation through the College for Financial Planning. Bribiesca holds FINRA Series 7, 66, 3, 9 and 10 registrations, as well as a California insurance license. She is founder and circle leader of Lean In Latinas San Diego.
Katherine Tawoda, who is joining as a senior registered client service associate, has more than 17 years of experience in the financial services industry. She earned an associate’s degree from Mesa College. She holds FINRA Series 7, 63, 65 registrations and a California insurance license. Tawoda volunteers with organizations such as the Challenged Athletes Foundation, San Diego CoastKeeper, Father Joe's Village, and Armed Services YMCA.