Broker Check
Dawn Green

Dawn Green

Financial Planner

3027531108

dawngreen@wisdomwealthandwinning.biz

Dawn Green, MS is the CEO and founder of Wisdom, Wealth, and Winning, a financial services agency dedicated to helping individuals and businesses build and manage their wealth through training, one-on-one consultations, and seminars. With over 25 years of experience in marketing, finance, training, and product development across both public and private sectors, Dawn excels in crafting tailored wealth strategies for all stages of financial planning.

As a licensed Life and Health Insurance representative, Dawn is registered in CA, CT, DC, DE, FL, GA, MD, NJ, NC, OH, OR, PA, TN, TX, NY and VA. From February 2018 – 2022, she partnered with The Prudential Life Insurance Company of America to deliver Financial Wellness Seminars, both in-person and virtually. Through these seminars, she provided guidance to over 800 employees, helping them work toward their financial goals.

In addition to her role at Wisdom, Wealth, and Winning, Dawn serves as an adjunct professor in the College of Social and Behavioral Sciences and the College of Arts and Sciences, where she also designs curricula and facilitates faculty training.

Dawn earned her bachelor’s degree in mechanical engineering from Temple University and a master’s degree in engineering management with a concentration in Technical Marketing from Drexel University.

Passionate about family, fitness, finances, music and education, Dawn is an active community member. She is a dedicated member of her church’s children’s and dance ministries and frequently offers her financial expertise to those in need. Dawn also serve in her local school district , as a member of the Financial Oversight Committee and Parent Advisory Council.

Dawn is happily married and has two outstanding young adults. She continues to serve with her multifaceted expertise and community involvement.