Seagate Advisors
Seagate Advisors

John E. Dawson, CFP®

John E. Dawson, CFP® John E. Dawson, CFP® John E. Dawson, CFP®

Providing sound investment strategies for families, individuals and businesses in Eastern North Carolina since 1999. 

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Contact us today at 866-333-7339

    About John E. Dawson, CFP®

    John E. Dawson CFP® Kitty Hawk Greenville Best Financial Advisor 401k Rollover Income Specialist

    Helping clients build secure financial futures

      Since 1999, I have been helping families and businesses make smart financial decisions.  I strive to be a resource to my clients by providing professional insight and guiding them through life's financial goals and obstacles.  My only allegiance is to the clients and families that I serve.  My clients' best interest always comes first.  

    John E. Dawson, CFP® Retirement Income Specialist

    John's Story

      Raised among the tobacco fields of Nash County, John has spent his entire life in Eastern North Carolina.  He came from a long line of small business owners and entrepreneurs and serves others with an emphasis on quality and the value of hard work. 

    John's Passions

      John splits his time between the Outer Banks and Greenville, NC.  In his spare time, he enjoys road course racing his classic Mazda, home improvement projects, and spending time with friends and family.  

    The Founding of Seagate Advisors

     I got my start with large financial institutions and working as an advisor in banks.  As these banks grew and the names started changing, I saw their focus drift away from the needs of clients and it became more about the bottom line.  I knew there was  a better way to serve my clients.  That is why Seagate Advisors was formed. 

    John E. Dawson, CFP® Seagate Wealth Management Kitty Hawk Greenville Rollover IRA Income

    Our Culture

    Seagate established a culture based on integrity, independence and objectivity that allows us to focus on what is best for our clients.  As a boutique wealth management firm we can offer personalized, face to face service.  Our independence allows us the flexibility to provide an unparalleled level of service.

    Financial Advisor, John Dawson sustainable income investment solutions. Kitty Hawk Greenville

    Who is an ideal client for Seagate?

    We are looking for clients that we can deliver value to--with both financial planning and asset management on a long term basis.  Our advisors work with serious long term investors that value a strategic approach to investments and total transparency in the investment process.

    CaN bonds be boring again?

    In this week’s LPL Street View, Fixed Income strategist Lawrence Gillum asks the question: can bonds be boring again? 

    Our Services

    Services we provide

    Services we do not provide

    Services we do not provide

     If you are an investor with a time horizon of 5 years or longer and investable assets of $100,000 or more, we are able to provide the following services:  


    Advisory or Fee Based Investment Solutions

    Individual Retirement Accounts

    Retirement Planning

    401k rollover service

    Guaranteed Income Solutions

    Long Term Care Planning Strategies

    Life Insurance and Succession Planning

    Disability Insurance




    Services we do not provide

    Services we do not provide

    Services we do not provide

     

    We do not provide:



    Individual Stock Research

    Tax Preparation

    Legal Advice

    Investments in Cryptocurrency or Cannabis companies

    Major Medical/Health Insurance

    Paper stock certificate processing

    Commodities/Options/Margin Trading

    Short Selling strategies

    Working with a CFP® Professional

      The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.  


     CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net. 

    Who is LPL Financial?

    LPL Financial Advisor John E. Dawson CFP® Retirement Planning Guaranteed Income Solutions

     When Seagate Advisors was formed, we sought out a partner that would allow us to offer comprehensive financial strategies while remaining objective. LPL Financial is one of the nation's leading financial services companies and is publicly traded under the ticker symbol LPLA.  The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.  Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.  For more information about LPL Financial, visit www.lpl.com.  

    Client Center

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    LPL Research Outlook 2023: Finding Balance delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2023.

    LPL Research Blog

    Access the most up to date news and views from the LPL Financial Research Analysts at their blog, LPLResearch.com

    LPL Financial AccountView

    Seagate Advisors clients can access up-to-date account information using LPL Financial's AccountView System

    Outer Banks Office

    Seagate Advisors Outer Banks

    4709 N. Croatan Hwy, Kitty Hawk, North Carolina 27949, United States

    (866) 333-7339

    Hours

    Open today

    08:30 am – 04:30 pm

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    Greenville Office

    Seagate Advisors Greenville

    1290 East Arlington Blvd Suite 136, Greenville, North Carolina 27858, United States

    (866) 333-7339

    Business Hours

    Open today

    08:30 am – 04:30 pm

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    Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CO, CT, FL, GA, IN, MD, NC, NJ, SC, VA, WI. Copyright 2023. All rights reserved .

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