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Registered Financial Services Associate

Dawn Gilchrist, FPQP™


Dawn Gilchrist joined Sage Rutty in September 2008 as a Registered Financial Service Associate.  She is a St. John Fisher College Alumnus, where she earned a B.S. in Business Administration,  with a concentration in Financial Planning.  She is licensed in New York State in Life, Accident, and Health Insurance and she holds Series 7 & 66 licenses with the Financial Industry Regulatory Authority (FINRA).  Dawn is also a Financial Paraplanner Qualified Professional, as well as a Notary Public.  She assists clients with a variety of services and account needs, including:           

Dawn Can Help You With:

• Money market balances

• Account Values

• Asset transfers

• Cost basis information

• Address & beneficiary changes

• Questions regarding your statement or tax forms

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2021 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC