Dawn Morley
Dawn is a Vice President and Wealth Advisor at Total Wealth Planning. She comes to our firm with extensive experience spanning 40 years in the Financial Services industry. In her role, she develops comprehensive and holistic financial plans for clients by listening to their needs, goals and values. She also participates in the company’s investment policy discussions. Prior to joining Total Wealth Planning, Dawn worked as an investment advisor and financial consultant for several financial institutions. She brings extensive expertise when working with Trusts and High Net-Worth individuals.
Dawn’s credentials include:
- Bachelor of Arts degree in Economics from DePauw University
- MBA from Butler University.
In addition to her professional expertise, Dawn has served in leadership roles on not-for-profit boards including the Fine Arts Society of Indianapolis and the Hoosier Hills Estate Planning Council.
