Doug Dawson, CFP®, ChFC®, CLU®
Wealth Management Advisor


Dawson Financial Services

Carlos Rubio

 
Carlos Rubio Image

Carlos Rubio

Director of Financial Planning
(713) 333-9908
carlos.rubio@nm.com

Carlos joined Dawson Financial Services in 2011 and brought with him over 8 years of investment experience in the financial services industry in such roles as Assistant Portfolio Manager, Research Analyst and Trader. 

As the Director of Financial Planning, Carlos is responsible for helping clients achieve financial security through strategic risk management while focusing on tax efficiency.

Carlos holds a Master’s Degree in Finance from the C.T Bauer College of Business at the University of Houston and recently graduated from Rice University's Certified Financial Planner Program.

Outside the office, Carlos has been an active member of Second Baptist Church and devotes much of his personal time to volunteering with non-profits such as iWrite, Living Water International and Ronald McDonald House. He also enjoys spending as much time as possible enjoying the outdoors, hunting and fishing with his wife Jullian and dog Trout.

What can Carlos help you with?

  • Financial and retirement planning
  • Investments
  • Conducting advisory client reviews
  • Servicing 401K client accounts 

Certifications:

  • Group 1 License for Life, Accident and Health Insurance
  • Series 7 Investment Registration
  • Series 63 Investment Registration
  • Series 65 Investment Registration

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck