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Find an Expert

Find an Expert

Jonathan Dawson

Jonathan W. Dawson, CFP®, RICP®, ChFC®

Senior Vice President

Wintrust Investments

As a Financial Advisor with the Panici-Dawson Team, Jonathan Dawson works with his clients using a collaborative approach to understand their unique circumstances and design a solution to build, protect, and transfer wealth for generations. Jon brings over 20 years of financial services experience to help his clients define their goals and identify the strategies and products best suited to help them achieve those objectives.

Jon graduated from the University of Missouri with a bachelor’s degree in Economics and holds FINRA Series 7 and 66 Licenses, as well as his Illinois Life, Health, Variable Annuities, and Long Term Care Insurance Licenses.

 

The Panici-Dawson Team is led by Jonathan Dawson and Cataldo Panici with support from Tracy Schultz and Jacob Stobart.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP® , which it awards to individuals who successfully complete initial and ongoing certification requirements.

Retirement Income Certified PlanningSM and RICP® are registered service marks of the American College for Financial Services®.

The ChFC® [or other applicable mark] mark is the property of The American College, which reserves sole rights to its use, and is used by permission.

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Call us at 708-326-2571 or:

Serving Clients At:

Old Plank Trail Community Bank - Frankfort

20901 S. LaGrange Rd.

Frankfort, IL 60423