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Caitlyn M Dunbar
Financial Advisor
Edward Jones - Evergreen,CO
Seeing the joy and satisfaction my clients feel when reaching a goal years in the making is why I know I'm in the right career, whether it is hearing about a grandchild's graduation, viewing photos of the ski slopes in the Swiss Alps, or re...... Show More
Location & Business Hours
Friday
08:00AM to 04:30PM
Saturday
closed
Sunday
closed
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About
Seeing the joy and satisfaction my clients feel when reaching a goal years in the making is why I know I'm in the right career, whether it is hearing about a grandchild's graduation, viewing photos of the ski slopes in the Swiss Alps, or reading a letter of gratitude from the charity that supported their own family through a loved one's difficult illness.Developing a deep understanding of my clients' passions and goals allows me to work with them to create a comprehensive financial strategy, helping to reach the milestones most important to them. My clients have complex needs and I work with them, their CPA and attorney to address each facet of their financial picture using tools such as wealth, portfolio, legacy and philanthropic strategies.I grew up in the Midwest suburbs outside of Chicago. I attended Iowa State University and double majored in environmental studies and women's studies. I made a big career change coming to Edward Jones in 2015 for the opportunity to help individual investors and the bonus of lifelong learning.Activities that enrich my life outside of the office include snuggling with my daughter, Ripley; practicing yoga; coffee dates with my husband, Ian; and attending the Evergreen Garden Club.My senior branch office administrator, Lisa Arnold, joined Edward Jones in 2021. She provides exceptional customer service to our clients. She enjoys cooking, reading and traveling with her daughter, Grace.
Specialities
Wealth Strategies
Entrepreneurs & Business Owners
Estate & Legacy Strategies
Intergenerational Planning
Retirement Income Strategies
Retirement Savings Strategies
Running
Cooking
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Search Rank ScoreLearn More →
55
/850
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FAQs
Here are some Frequently Asked Questions about Caitlyn M Dunbar
What organization is Caitlyn M Dunbar associated with?
Caitlyn M Dunbar is associated with Edward Jones.
What is Caitlyn M Dunbar’s work email address?
Caitlyn M Dunbar’s professional email address is c************r@e**********.com. You can also email Caitlyn M Dunbar by clicking on the contact Caitlyn M Dunbar.
Where is Caitlyn M Dunbar based out of?
Caitlyn M Dunbar’s primary location is Evergreen, CO.
What is Caitlyn M Dunbar's phone number?
Caitlyn M Dunbar's phone number is (303) 670-9735
What is Caitlyn M Dunbar's title??
Caitlyn M Dunbar is a Financial Advisor.
