John Dungan
Brokerage Client Associate | Wells Fargo Advisors | Supporting High-Net-Worth Wealth Management
- Role
- Brokerage Client Associate at Wells Fargo Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About John Dungan
I’ve always been drawn to the world of finance and the impact it can have on people’s…
Experience
Brokerage Client Associate
Aug 2025 — Present · Charlotte, NC, US
As a Private Client Associate at Wells Fargo Advisors, I work exclusively with a dedicated advisory team to deliver a high-touch experience for our high-net-worth clients. From the first conversation to ongoing strategy execution, I focus on building strong relationships, streamlining account needs, and ensuring every client feels supported and confident in their financial journey.
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