# Dawn E. Smith

> Dawn E. Smith is a private wealth advisor and CEO of Oasis Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, based in Hopkinton, Massachusetts. A Dartmouth psychology graduate with securities registration dating to 1993, she focuses on women’s financial strategies, wealth preservation and retirement planning. Her public profile records twenty marathons, including six Boston Marathons.

- **Role:** Private Wealth Advisor and Chief Executive Officer at Oasis Wealth Advisors
- **Organizations:** Oasis Wealth Advisors, Ameriprise Financial Services, LLC, Boston Estate Planning Council, Financial Planning Association, National Association of Women Business Owners, Hopkinton Chamber of Commerce, Corridor 9/495 Regional Chamber of Commerce, Junior Achievement Academy, Hopkinton Running Club
- **Education:** B.A. in Psychology; graduated with honors, Dartmouth College
- **Known for:** Forbes Best-in-State Wealth Advisors, 2018-2026., Forbes Best-in-State Women Wealth Advisors, 2022-2026., Five Star Wealth Manager, 2013 and 2015-2026.

## Career timeline

- **1992** — Completed Dartmouth College psychology degree.
- **1993** — Passed Series 7 on February 9 and Series 63 on February 23; securities registration with the firm now named Ameriprise Financial Services began February 12.
- **2020** — Appeared on Brenda Loan-Baker’s Fearless Females podcast on January 29 to discuss building her business and working through challenges.
- **2024** — Celebrated Oasis Wealth Advisors’ new Hopkinton office at 25 Main Street with a ribbon-cutting on April 11.
- **2026** — Listed as CEO and private wealth advisor of Oasis Wealth Advisors; professional profile lists 33 years of experience.

## Achievements

- Forbes Best-in-State Wealth Advisors, 2018-2026.
- Forbes Best-in-State Women Wealth Advisors, 2022-2026.
- Five Star Wealth Manager, 2013 and 2015-2026.
- Working Mother Top Wealth Advisor Moms, 2017-2021.
- Forbes Top Women Wealth Advisors, 2017-2021.
- Oasis Wealth Advisors: Forbes Best-in-State Wealth Management Teams, 2023-2026.
- Oasis Wealth Advisors: Ameriprise Client Experience Award, 2020 and 2024.
- Completed twenty marathons, including six Boston Marathons, according to her professional profile.

## Latest updates

- **2026-02** — Received the 2026 Five Star Wealth Manager award, issued February 1, 2026.

## Links

- Website: https://www.ameripriseadvisors.com/dawn.e.smith/
- LinkedIn: https://www.linkedin.com/in/dawnesmith

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Profile page: https://yespress.io/dawn-cfp
Published by YesPress — https://yespress.io
Last updated: 2026-10-21