Jacob Dunn
High Net Worth Financial Advisor at Vanguard
- Role
- High Net Worth Financial Advisor at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jacob Dunn
I am a CFP® professional passionate about helping individuals and families turn complex financial decisions into clear, actionable strategies. My career has been built on the belief that financial planning isn’t just about numbers — it’s about creating peace of mind, empowering informed choices, and building a future that reflects what matters most.With years of experience in investments, tax planning, insurance, retirement strategies, and estate planning, I partner with clients to navigate life transitions, protect what they’ve built, and pursue their goals with confidence.I graduated from Purdue University in May of 2022 with a degree in Financial Counseling and Planning, and am an avid fan of the Boilermakers, Indiana Pacers, Indianapolis Colts, and Cincinnati Reds. Growing up on a farm in a small town in Indiana has taught me many life lessons and instilled a strong work ethic in me that I still carry today. I am passionate about serving my community and my church, spending time with friends and family, and being active.
Experience
High Net Worth Financial Advisor
Mar 2026 — Present · Charlotte, NC, US
Education
Purdue University
Bachelor of Science - BS, Financial Counseling and Planning
Tipton High School
Academic Honors Diploma
2015 — 2019
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