Matthew S. Dawson, J.D., MDRT TOT
Director of Advanced Planning
Investment Advisor Representative
Serving as Director of Advanced Planning for Darington LLP®, Matthew S. Dawson advises on the design and implementation of domestic and international asset protection structures, estate and business succession planning, life insurance matters, and private wealth management, with particular emphasis on advising highly compensated individuals maximize income tax and asset protection efficiencies. Although Mr. Dawson does not provide legal advice while serving in his role at Darington LLP®, he is a member of a very small and select group of professional service providers who are both a licensed attorney and a licensed financial advisor, positioning Mr. Dawson to understand the unique challenges faced by clients with sophisticated planning needs. Mr. Dawson is a member of the State Bar of Texas*, holds Texas life and health insurance specialist licenses, and is registered with the Securities and Exchange Commission as a Series 7 and Series 66 Investment Advisor Representative.
Mr. Dawson has been in the financial services industry for the past seventeen years and has earned the prestigious Excellence in Performance award, as well as receiving the coveted Chairman’s Club award which recognizes a limited group of financial professionals for their exceptional dedication to the financial services industry. Mr. Dawson is also a Top of the Table member of the Million Dollar Round Table, the world’s most prestigious financial services organization reserved for the top 1% of global financial advisors, and has published numerous industry articles and is a frequent speaker on asset protection, wealth management, and life insurance matters.
Maintaining a separate and unaffiliated legal practice*, Mr. Dawson began his legal career working for the Honorable Paul W. Green of the Texas Supreme Court, and later joined the distinguished Austin-based law firm of Giordani, Swanger, Ripp, & Phillips, LLP where he counseled clients on asset protection matters, estate and trust planning, and probate administration. Mr. Dawson currently serves as Of Counselto Wilson & Varner, LLP, a thirty-eight year old Austin-based law firm where he provides counsel on estate and asset protection planning, business planning, and planning for families with special needs dependents.
Mr. Dawson received his B.A. in Quantitative Economics from California State University Sacramento and his Juris Doctorate, cum laude, from St. Mary’s University School of law. Mr. Dawson later returned to St. Mary’s as a Professor of Law where he teaches asset protection and trust law. Mr. Dawson is a member of the Forensic Expert Witness Association, the College of the State Bar of Texas, the Asset Protection Section of the ABA, the Estate and Trust Law Section of the ABA, the Austin Bar Association, the Central Texas Estate Planning Council, the Million Dollar Round Table, and the National Association of Insurance and Financial Advisors (NAIFA).
Mr. Dawson has primary offices in Austin, Texas, and he maintains additional offices by appointment only in San Antonio, Dallas, and Houston, Texas, as well as New York, Chicago, and Los Angeles. In his spare time, Mr. Dawson enjoys spending time at his family ranch, competitive trap and skeet shooting, and laughing at his daughter’s antics.
*Darington LLP® is not a law or tax firm, and any representative thereof, including Matthew Dawson, does not provide legal or tax advice on behalf of Darington LLP®, The Guardian Life Insurance Company of America® (Guardian), or Park Avenue Securities. Clients are advised to seek independent legal and tax counsel. The State Bar of Texas does not endorse any company or claim contained herein. This is not a solicitation, referral, or recommendation to use the legal services of the law firm mentioned. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of Guardian, New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. DARINGTON LLP®, is not an affiliate or subsidiary of PAS or Guardian. 2017-42528 Exp 6/19.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.