Wes Dunn Email & Phone Number
@wellsfargoadvisors.com
1 phone found area 314
LinkedIn matched
Who is Wes Dunn? Overview
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Wes Dunn is listed as Wealth Manager at Raymond James, a with 18734 employees, based in Beverly Hills, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Wes Dunn.
Wes Dunn previously worked as Owner at Manchester Investing and Financial Advisor at Wells Fargo Advisors. Wes Dunn holds Bachelor Of Arts (Ba), Pastoral Ministries from Northwest University.
Email format at Raymond James
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AeroLeads found 1 current-domain work email signal for Wes Dunn. Compare company email patterns before reaching out.
About Wes Dunn
I have worked with the non profit sector for over 20 years; educating volunteers, raising financial support, speaking around the nation and recruiting, training and leading our staff. Through that experience, coupled with over 20 years experience in the for profit sector of building teams, overseeing organizational growth, and creating long term financial strategies, I have developed a very unique perspective. Throughout my tenure I have had a common thread of building teams that last, volunteerism in the community, transferring organizational culture to managers and leaders, and helping organizations and individuals with the accumulation, preservation and passing on of their wealth. I have experience working with business owners, high net worth individuals and non-profit leaders to develop strategies to help maximize their current income, tax advantaged investing, planning for retirement, lowering their current mortgage interest rate, or purchasing a new property. I'm a husband, a father of 2 incredible kids, and recently, I've written and illustrated 2 children's book entitled, You Are My Boy & You Are My Girl. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. California Insurance License #0199621 ;NMLS: 1533151 CA BRE: 02019976. Please contact me by e-mail manchesterinvesting@gmail.com
Listed skills include Leadership, Public Speaking, Team Building, Nonprofits, and 7 others.
Wes Dunn's current company
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Wes Dunn work experience
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Owner
CurrentI launched Manchester Investing out of a realized need for capital in the financial crises of 2008. Successfully partnered with companies to supply short term loans collateralized by their inventory. Migrated majority of business to mobile and online platforms in order to increase scalability and decrease lead time for clients.From that point in 2008, I have added additional layers to help our clients including working with High Net worth individuals, Business Owners and because of my extensive work and knowledge within the non profit sphere for over a decade, I work with many non profits, churches, and their leaders as well. From investment advice, real estate sales or insurance needs, we cover it all. My PhilosophyI work holistically covering the entirety of a financial profile. What this means is that I look at every possible way where I can help provide guidance on investments, as well as identifying blind spots and liabilities in order to create a total and holistic plan with actionable steps. I operate on a strict set of ground rules that includes confidentiality, efficiency and integrity. Because of the nature of my business and the depth of relationship I have with those I work with, I operate with strict confidentiality: Meaning, no one outside of my firm will know who I work with or any of their information. My team strives for the greatest level of efficiency for those we work with. If there is a more efficient way to accomplish an ideal investment for a client, even if it means more work for us – we do it. Trust is a necessary attribute to any lasting relationship and because I am building for the long haul with my clients, trust is sacred.I joined the investment field because I am passionate about helping others with their financial investment planning in a way that brings them great clarity and confidence.
Financial Advisor
Department Head / Associate
*Recruit, train and provide consistent development for staff, area leaders and 100's of volunteers.*Create, implement and oversee annual department budgets that consistently outperformed all goals.*Oversee events of over 3,000 people and work with multiple departments to ensure unity, transparency and fiscal responsibility for each team.*Provide consistent oral and written communication for organization.
Associate
*Train leadership team from scratch.*Raised over and above annual operating expenses for all of the organization's needs.*Create and implement volunteer and leadership training protocols and programs.*Connected with state and local government representatives to provide support, equip volunteers and write emergency support functions.
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →
Vicki Smart
Colleague at Raymond JamesAtlanta Metropolitan Area, United States
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David Paller
Colleague at Raymond JamesLos Angeles County, California, United States
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Maria Novak
Colleague at Raymond JamesNew London, Minnesota, United States
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James Phillips
Colleague at Raymond JamesPort Richey, Florida, United States
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Aurore Revard
Colleague at Raymond JamesDallas, Texas, United States
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Bill Mcminn
Colleague at Raymond JamesRockdale, Texas, United States
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Thy Harbison
Colleague at Raymond JamesMissouri, United States
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JF
Jessica Freake
Colleague at Raymond JamesCalgary, Alberta, Canada
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Zach Zemluk
Colleague at Raymond JamesSaskatoon, Saskatchewan, Canada
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David Quezada, Cfa
Colleague at Raymond JamesVancouver, British Columbia, Canada
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Wes Dunn education
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Northwest University
Frequently asked questions about Wes Dunn
Quick answers generated from the profile data available on this page.
What company does Wes Dunn work for?
Wes Dunn works for Raymond James.
What is Wes Dunn's role at Raymond James?
Wes Dunn is listed as Wealth Manager at Raymond James.
What is Wes Dunn's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Wes Dunn at Raymond James.
What is Wes Dunn's phone number?
AeroLeads has found 1 phone signal(s) with area code 314 for Wes Dunn at Raymond James.
Where is Wes Dunn based?
Wes Dunn is based in Beverly Hills, California, United States while working with Raymond James.
What companies has Wes Dunn worked for?
Wes Dunn has worked for Raymond James, Manchester Investing, Wells Fargo Advisors, The City Church, and Harbor City Church.
Who are Wes Dunn's colleagues at Raymond James?
Wes Dunn's colleagues at Raymond James include Vicki Smart, David Paller, Maria Novak, James Phillips, and Aurore Revard.
How can I contact Wes Dunn?
You can use AeroLeads to view verified contact signals for Wes Dunn at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Wes Dunn attend?
Wes Dunn holds Bachelor Of Arts (Ba), Pastoral Ministries from Northwest University.
What skills is Wes Dunn known for?
Wes Dunn is listed with skills including Leadership, Public Speaking, Team Building, Nonprofits, Leadership Development, Motivational Speaking, Community Outreach, and Entrepreneurship.
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