Bill Dunn

Bill Dunn Email and Phone Number

Managing Director - Investments, Spring Financial Group at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
Bill Dunn's Location
Washington DC-Baltimore Area, United States
Bill Dunn's Contact Details
About Bill Dunn

As a financial advisor, I am dedicated to helping individuals, families and their related companies, foundations and endowments secure their financial future. Helping clients identify and fulfill their financial vision is not only something we seek to do, it's something that we’ve already successfully done. I earned a B.S. in Mechanical Engineering from the University of Vermont and started my career as a sales representative in the Building Controls Division of Honeywell, Inc. I have been a financial services professional for 25 years. Prior to becoming a financial advisor, I served 16 years as the Atlantic Region Director for Brandes Investment Partners LLC, a global investment manager based in San Diego, CA. In this capacity, I was an advisor to advisors on investment perspective and strategy. Through these relationships I gained valuable insight on providing enlightened service to investors. 20+ year residents of Arlington, VA, my wife Carrie and I are proud parents of four young children and are members of St. Agnes Church in Arlington. I am a graduate of Leadership Arlington’s Class of 2017, serve as a Commissioner of the Arlington Economic Development Commission, and serve on the Finance Committee and Board of Directors of Bridges to Independence. Beyond activities with the kids I enjoy tennis, golf, skiing.This information is intended for use by residents of AL, AZ, CA, DC, DE, FL, GA, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI, and WV only.CA Insurance License #0K66846. Resident State: VA/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Bill Dunn's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

View
Managing Director - Investments, Spring Financial Group at Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
Bill Dunn Work Experience Details
  • Wells Fargo Advisors
    Managing Director - Investments
    Wells Fargo Advisors Aug 2015 - Present
    Mclean, Va
    As a financial advisor, I provide holistic wealth planning to clients utilizing the vast resources available through Wells Fargo Advisors, including: retirement planning, investments, insurance, and access to lending and banking services through Wells Fargo affiliates. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one-on-one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth – now and for generations to come.
  • Brandes Investment Partners
    Regional Director
    Brandes Investment Partners Oct 1999 - Aug 2015
    Based In Arlington Va
    Atlantic Region territory encompassed: VA, DC, MD, DE, Eastern PA, NC
  • Palley-Needleman Asset Management
    Regional Manager
    Palley-Needleman Asset Management Dec 1995 - Oct 1999
    Financial Advisor in Training
  • Newgate Management
    Regional Director
    Newgate Management Oct 1994 - Oct 1995
  • Honeywell, Building Controls
    Sr. Sales Representative
    Honeywell, Building Controls Feb 1988 - Oct 1994

Bill Dunn Skills

Mutual Funds Asset Allocation Investments Investment Strategies Alternative Investments Equities New Business Development

Bill Dunn Education Details

  • University Of Vermont
    University Of Vermont
    Me
  • Mounds View H.S.
    Mounds View H.S.

Frequently Asked Questions about Bill Dunn

What company does Bill Dunn work for?

Bill Dunn works for Wells Fargo Advisors

What is Bill Dunn's role at the current company?

Bill Dunn's current role is Managing Director - Investments, Spring Financial Group at Wells Fargo Advisors.

What is Bill Dunn's email address?

Bill Dunn's email address is bi****@****des.com

What schools did Bill Dunn attend?

Bill Dunn attended University Of Vermont, Mounds View H.s..

What skills is Bill Dunn known for?

Bill Dunn has skills like Mutual Funds, Asset Allocation, Investments, Investment Strategies, Alternative Investments, Equities, New Business Development.

Who are Bill Dunn's colleagues?

Bill Dunn's colleagues are Myla Griffin, C Granger Mckinney, Donna Iannone, Nechia Johnson, Bruce Galpert, Jennifer Hopkins, Jason Werner.

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