Tom Dupree Jr

Tom Dupree Jr Email and Phone Number

Owner and Manager @ Dupree Financial Group
Lexington, KY, US
Tom Dupree Jr's Location
Lexington, Kentucky, United States, United States
Tom Dupree Jr's Contact Details
About Tom Dupree Jr

With 42 years experience in the investment business, I've experienced all types of markets. After spending 18 years with a major financial services company and several years as a portfolio manager for a mutual fund, I founded Dupree Financial Group in 2003. We provide fee-based investment advice to individuals preparing for retirement and already in retirement. We are a Registered Investment Advisor and a Fiduciary. We must by law put your interests first! Our dedicated team specializes in building value based investment portfolios that provide income with a secondary emphasis on growth of principal. Dupree Financial Group is here to EDUCATE. GUIDE and EMPOWER our clients so that they may live an enjoyable retirement. Make your money work for you!Tune into Tom Dupree Show on 630 WLAP 7-9 am on Saturdays. On the show, we cover investment news and various entertaining, and sometimes challenging, topics.

Tom Dupree Jr's Current Company Details
Dupree Financial Group

Dupree Financial Group

View
Owner and Manager
Lexington, KY, US
Employees:
12
Tom Dupree Jr Work Experience Details
  • Dupree Financial Group
    Owner And Manager
    Dupree Financial Group
    Lexington, Ky, Us
  • Dupree Financial Group
    Owner/Manager
    Dupree Financial Group Aug 2003 - Present
    Lexington, Kentucky
    Founded in 2003, the goal was to educate, guide and empower our clients so that they can live an enjoyable life in retirement. Since we do all of our own research in house and in depth, we can explain to our clients our thought process behind the portfolio construction . This empowers our clients to be knowledgeable about the investment process. We are value based, dividend income producing investors. Make your money work for you!
  • Ubs
    Institutional Fixed Income Sales
    Ubs Nov 1983 - Aug 2003
    I performed a variety of tasks in the fixed income business, primarily institutional sales.
  • Dupree And Company
    Sales, Trading, Portfolio Management
    Dupree And Company Sep 1978 - Oct 1983
    Lexington, Kentucky Area
    During time of my management, the fund finished #5 in Lipper Analytical Services' total return calculations for single state municipal bond funds.

Tom Dupree Jr Education Details

Frequently Asked Questions about Tom Dupree Jr

What company does Tom Dupree Jr work for?

Tom Dupree Jr works for Dupree Financial Group

What is Tom Dupree Jr's role at the current company?

Tom Dupree Jr's current role is Owner and Manager.

What is Tom Dupree Jr's email address?

Tom Dupree Jr's email address is td****@****unn.com

What is Tom Dupree Jr's direct phone number?

Tom Dupree Jr's direct phone number is (859)-254*****

What schools did Tom Dupree Jr attend?

Tom Dupree Jr attended The University Of The South.

Who are Tom Dupree Jr's colleagues?

Tom Dupree Jr's colleagues are Miguel Rafael Calixto, William Ambrose, Elizabeth Dupree, Margaret Grider.

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