Dawn Harris Jeffries

Dawn Harris Jeffries is a Financial Advisor with Merrill Lynch.  She has been with the organization since the late 1990s in a variety of management positions.  As an advisor, her areas of focus are all aspects of retirement and estate planning, investments, lending, and liability management for businesses.  She also focuses on nonprofit organizations, and targeted municipal activities.  

Dawn began her career as a Bank Examiner for the Federal Reserve Bank of New York focusing on U.S. branches for foreign banks and international branches of U.S. banks.  She joined Merrill Lynch in 1998 as an Assistant Vice President in the Corporate Audit Division with focus on the Merrill Lynch Fixed Income businesses and products.  She was promoted to Vice President in 2000, and moved to Dublin, Ireland where she managed the Audit function at the Merrill Lynch Capital Markets Bank and Merrill Lynch Financial Services Ltd.  At the bank her areas of focus were capital markets banking and lending, high valued debt derivatives, and operations based in Europe, Asia, and Africa.

Upon her return to the U.S. she was promoted to Director and was appointed Global Audit Manager for the Global Principal/Opportunistic Investments and Structured Finance, Investment Banking, and Private Equity Departments headquartered in New York.  During that time she also served as the Global Head of the Merrill Lynch Global Research Settlement Project Management Office.  Prior to commencement of her role as a financial advisor she served as the Global Head of Product Supervision for the Managed Solutions and Investments Business in the Global Wealth Management Division with oversight for nearly $1 trillion in client assets.  

Dawn has been featured in business magazines and publications. Most recently, she was president of the Spelman College Alumnae Association, Columbus, OH chapter.  She served as a board member of HandsOn Central Ohio, Moundbuilders Country Club, The Midland Theater, Weathervane Playhouse, and the National Coalition of 100 Black Women.  She was also a member of the Ohio State University Real Estate Advisory Group in Columbus, OH.  She is a former board member of the Columbus YWCA Housing Corporation and served as a loaned executive for the United Way of Central Ohio.  She is a member of Delta Sigma Theta Sorority Inc. and the Mount Olivet Dance Ministry.   She mentors at her church and provides free financial education to charitable organizations and whenever possible.

Dawn Harris Jeffries Financial Advisor,  Merrill Lynch/Bank of America

Dawn Harris Jeffries

Financial Advisor, Merrill Lynch/Bank of America

Columbus, Ohio, United States

Economic
Finance & Fiscal Impact
Career Stage
  • Next Gen
  • Mid-Career
  • Bridge
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  • Emeritus