Region – Dawn E. Smith, a private wealth advisor and the owner of Oasis Financial Services, was recently recognized as one of the “Top 200 Wealth Adviser Moms” in the country by Working Mother Magazine.
Smith was nominated by her firm and chosen by the publication for the quality of her practice. Honorees were ranked based on client satisfaction, assets under management, revenue generated for her firm, acceptable compliance records and community involvement. Advisors who were selected have a minimum of five years of experience with at least one year at their current firm.
Smith has also been named to the Forbes Top Women Advisors listing in 2017.
For more information contact Smith at 508-281-6000, ext. 102, or email [email protected].
Oasis Financial Services is located at 63 South St., Suite 192, Hopkinton, and is a private wealth advisory practice of Ameriprise Financial Services, Inc.