Jim Dunn is Managing Director – Investments and Senior PIM Portfolio Manager in the Waukesha, Wisconsin office of Wells Fargo Advisors. Mr. Dunn has 28 years of experience in the investment industry, all with Wells Fargo Advisors and its predecessor firms. His dedication to client service has earned him membership in the firm’s prestigious Premier Advisors’ and previous production-based recognition programs for 14 straight years. Mr. Dunn’s clients include individuals, families, retirement plans, institutions and endowments.

 

Active in his community, Mr. Dunn is a member of Rotary International and has served as a vice president of his Rotary Club. He was the original motivator and Chairman of the Brookfield Sunrise Rotary Run, an event that raised more than $100,000 for charities. He has been involved in fundraising efforts at Marquette University High School for over 25 years.  In the past, Mr. Dunn spearheaded Wells Fargo Advisors’ first workplace giving campaign for the United Performing Arts Fund. Mr. Dunn has been active in his church and served on St. Charles Parish Council 2009-2011.

 

Mr. Dunn earned his bachelor’s degree in economics from the University of Wisconsin – Madison. In 1982, he attended the Austro-American Institute in Vienna, Austria for international studies.  Jim lives with his wife and three children in Delafield, Wisconsin.

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2017 Bike Ride

Join the Andean Health Cycling Team on the “LAKE MICHIGAN 500” in celebrating AHD’s 20th anniversary.

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