Ben Dawson in

Ben Dawson

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Vice President, Financial Advisor at Morgan Stanley
📍 Greater Houston, United States

Ben Dawson is a Vice President and Financial Advisor at Morgan Stanley, where he is also a licensed CPA and CERTIFIED FINANCIAL PLANNER™. A Baylor University alumnus, he began his career in the energy sector with PwC. He works alongside his father and brother in a family-run wealth management team and is a multi-year member of Morgan Stanleys "Pacesetters Club".

Outside of work, Ben is a family man, residing in Sugar Land, TX, with his wife, Brenna, and their triplet children—one boy and two girls. His personal interests include traveling, watching movies, and playing sports with his family.

He works in a multi-generational financial advisory group with his father and brother, focusing on long-lasting family legacies.

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Experience
11 Years
Current Role
Vice President, Financial Advisor
Job Level
Senior
Location
Greater Houston, United States
Personality Overview

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Priorities

Topics Ben cares about

Family Wealth Planning
Works in a father-son team at the Dawson Group, aiming to form multi-generational relationships with clients and build family legacies.
Tax-Smart Investing
As a non-practicing CPA, he leverages his accounting background to help families with financial planning and shares content on tax-efficient strategies.
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Career

Work history

10-2020
Vice President, Financial Advisor
Morgan Stanley
6-2019 - 10-2020
Senior Financial Analyst II (Commercial Finance)
Nalco Champion, An Ecolab Company
5-2018 - 6-2019
Senior Financial Analyst I (FP&A)
Nalco Champion, An Ecolab Company
8-2014 - 5-2018
Senior Associate
PwC
1-2013 - 3-2013
Assurance Intern
PwC
In the press

Media appearances

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Education
2023 - 2023
CFP® Pre Requisite Course
Texas A&M University
2009 - 2014
BBA/Master of Accountancy (MAcc)
Baylor University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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