J. Dawn Heneberry, CTFA, AWMA®, CFP®

Branch Office Manager, Financial Advisor, Managing Director

Dawn is a long-time Charlottesville resident with over 30 years of experience in the financial services industry. Skilled in Financial and Estate Planning, she specializes in developing comprehensive financial solutions with an emphasis on building personal relationships. Dawn’s responsibilities include oversight of client services and the overall business success of her team. Everyone’s situation is unique, so Dawn holds herself accountable to recommend strategies with your needs and goals in mind. She takes the time to talk with you, get to know you, and gain an understanding of the critical aspects of your financial life, so she can assess the interaction of multiple objectives to make sure that your retirement is everything you want it to be, whether you are just starting out, rapidly approaching age 65, or already retired.

Experience:

  • Old Dominion Capital Management, Managing Director and Pro Bono Financial Planning Volunteer
  • SunTrust Bank, Charlottesville Market President

Education/Certifications:

  • University of Virginia
  • Certified Trust and Fiduciary Advisor (CTFA) designation
  • Accredited Wealth Management AdvisorSM designation
  • CERTIFIED FINANCIAL PLANNER™ designation
  • Life Insurance Consultant license
  • Series 65