Broker Check
Sue Dawson

Sue Dawson

Client Specialist

Sue Dawson joined Baird and the Kaplan Team in June 2023. She has over 15 years of experience in the Wealth Management Industry and holds Series 7 and Series 66 securities licenses.

Sue was born in England and worked 7 years in the Banking Industry before moving to the USA.

As a Client Specialist, Sue seeks to expand our client outreach and communications with a focus on keeping our clients informed and educated on important financial matters.

Sue is married and has two grown sons. Away from the office she enjoys serving in Bible Study Fellowship, playing tennis, and hiking with family and friends.