Dawn Demers

GET TO KNOW DAWN

With over 18 years of experience in financial services, Dawn Demers, Vice President – Wealth Advisor at Achieva Wealth Advisors, is passionate about helping individuals and families achieve lasting financial confidence. She specializes in guiding clients through every stage of their financial journey, with a focus on retirement planning and navigating life’s financial transitions.

Dawn’s approach is centered on you. She takes the time to understand your lifestyle, goals, and values, crafting personalized strategies that reflect your unique needs. Her thoughtful, conservative style ensures that every financial decision is carefully considered, helping you move forward with clarity and confidence.

Clients appreciate Dawn’s ability to simplify complex financial matters and provide steady, ongoing guidance that evolves with their lives. She believes wealth management is about more than just investments—it’s about building a trusted relationship and empowering you to make informed decisions that support the future you envision.

Dawn brings the best of both worlds: the resources of a large institution and the personalized service of a
dedicated advisor. Her goal is to be your long-term financial partner—someone who listens, understands, and helps you make decisions you feel good about.

Originally from Olean, New York, Dawn has called St. Petersburg home since her teenage years and now lives in Tarpon Springs. She earned her Bachelor’s in Management and Organizational Leadership from St.
Petersburg College in 2014.

Outside of work, Dawn enjoys interior design, remodeling projects, cooking, gardening, and spending time with her husband, Darrin, and daughter, Angelina. She’s also active in her community and volunteers with several nonprofit organizations, reflecting her deep commitment to helping others thrive—both financially and personally.

LICENSING AND CERTIFICATIONS

• FINRA-registered Series 7 and 66
• Licenses in life, health, and variable annuities