James Dawson, CPA, is currently the VP, Advisor Consultant at Nuveen, a TIAA company, where they have been since 2025. Previously, they served as Vice President, Account Manager at PIMCO from 2023 to 2025, and as a Financial Advisor at Merrill Lynch from 2015 to 2016, managing a portfolio of 250 clients with over $260 million in assets. Dawson began their career as an Audit Associate at BKD CPAs & Advisors, where they gained extensive experience in financial audits and SEC reporting. They hold a Bachelor’s Degree in Accounting from Transylvania University and are a CFA Level II candidate.
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