Dawn Demers

About Dawn Demers

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 degree in Management and Organizational Leadership from St. Petersburg College in 2014. Outside of work, Dawn enjoys interior design, remodeling projects, cooking, and spending time with her family.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are only offered by Investment Adviser Representatives through Cetera Investment Advisers LLC. Neither firm is affiliated with Achieva Credit Union. Investments are:*Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Financial Professionals registered with Cetera Investment Services LLC offer products and services using the name Achieva Wealth Advisors and are employees of Achieva Credit Union. Achieva Credit Union is not registered as a broker-dealer or investment advisor. Registered Address: 33715 US Highway N, Palm Harbor, FL 34684.

Experience

1. VP Wealth Advisor

   Achieva Wealth Advisors

   Jul 2024 — Present

Education

• St. Petersburg College

  Bachelor of Applied Science (BASc), Business/ Management and Organizational Leadership

  2010 — 2013

Skills

• Google Analytics
• Photoshop
• Brand Management
• Marketing Strategy
• Social Media
• Office Management
• Networking
• Reputation Management
• Financial Services
• Crm
• Account Management
• Website Localization
• Marketing
• Ppc
• Sem
• Utilization of Social Media
• Coaching
• Microsoft Word
• Strategic Partnerships
• Leadership
• SEO
• Business Development
• Research
• Business Planning
• E-Commerce
• Social Networking
• Brand Development
• Web Marketing
• Java
• Organization
• Analysis
• Retail
• B2b
• Relationship Management
• Small Business
• Training
• New Business Development
• Salesforce.com
• Online Marketing
• Cold Calling