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The Face of Financial Solutions

bassett-dawson-foy
Holly Chappell, J.D., Estate Service Associate*; Adam Dorosky, Client Service Associate; Tim O’Leary, Wealth Manager; Fred Dawson, ChFC, CLU, Wealth Manager; Brian Dawson, ChFC, CIMC, Wealth Manager; Debbie Scholze, Client Relationship Manager; Brad Foy, CFP, Wealth Manager; Ray Foy, Administrative Assistant; Scott Crosby, CFP, Wealth Manager; Peggy Sue Taylor, Registered Associate. Seated: Connie Callahan, Executive Assistant and Cindy Barwinski, Executive Assistant

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 knowledge 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.

BASSETT, DAWSON & FOY, INC.
1011 Centre Road, Suite 110, Wilmington, DE 19805
302.999.9330 • bdfwealth.com

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 are 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.

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