Broker Check

Dawn McKelvey

Dawn is the Operations Manager at Orazio Financial Services and was the firm’s first hire in 1991. Dawn holds her Series 7 and 63 Securities licenses and provides administrative support for both Paul and Shari. These responsibilities include account report preparation, asset allocation reporting, retirement projections, and performance analysis. She has developed a specific skill set in assisting beneficiaries in the distribution and re-registration of assets in estate settlement. She also facilitates tax reporting information distribution to clients and accountants and processes the applications for Life, Disability, and Long Term Care Insurance.

Dawn received her Associates in Applied Science in Business and Data Processing in 1983.  She was awarded the NPC GEM Award in 2007 and is also the Clerk of Session of her church.