Bill Dunn
Managing Director - Investments at Spring Financial Group of Wells Fargo Advisors
- Role
- Managing Director - Investments at Wells Fargo Advisors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Bill Dunn
As a financial advisor, I am dedicated to helping individuals, families and their related…
Experience
Managing Director - Investments
Aug 2015 — Present · McLean, VA, US
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.
Education
University of Vermont
BS, ME
1983 — 1987
Skills
- Investments
- Asset Allocation
- Mutual Funds
- Equities
- New Business Development
- Investment Strategies
- Alternative Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.