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Faces of Delaware 2021

The Face of Financial Solutions


Financial Planning is a process… At Bassett, Dawson & Foy, the financial planning process begins with identifying and prioritizing your specific financial objectives. With over 100 years of combined experience in the financial services industry and a strong commitment to your success, the partners and staff at Bassett, Dawson & Foy, Inc. are ready to provide you with the professional expertise and objectivity that will help invest, manage, and conserve your wealth. It is important to us that our clients are comfortable with each step of establishing their goals and implementing their financial plans. With this in mind, we have built our company with a philosophy of old-fashioned service and satisfaction, striving to provide our clients with the highest level of service possible.

1011 Centre Road, Suite 110, Wilmington, DE • 302.999.9330 • bdfwealth.com

Holly Chappell, J.D., Estate Service Associate; Fred Dawson, ChFC, CLU, Wealth Manager; Brad Foy, CFP, Wealth Manager; Scott Crosby, CFP, Wealth Manager; Ray Foy, Administrative Assistant; Brian Dawson, ChFC, CIMC, Wealth Manager; Peggy Sue Taylor, Receptionist / Administrative Assistant. Seated: Connie Callahan, Executive Assistant and Cindy Barwinski, Executive Assistant.

Certified Financial Planner Board of Standards Inc. owns the certification marks for CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bassett, Dawson & Foy, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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