Ian Dunne

Q: What is Ian Dunne email address?

Email Ian Dunne at blueeyes2462004@yahoo.com. This email is the most updated Ian Dunne email found in 2026.

Q: How to contact Ian Dunne?

To contact Ian Dunne send an email to blueeyes2462004@yahoo.com. If you want to call Ian Dunne try calling on +17045164620 and +19194548170. (updated on October 29, 2024)

Senior Vice President at SmithSandlin Wealth Planning | Raleigh, North Carolina, United States

About Ian Dunne

Ian Dunne serves as the Senior Vice President at SmithSandlin Wealth Planning, where he leverages his extensive expertise in wealth management and holistic financial planning to guide clients toward achieving their financial goals. With a strong foundation in investment strategies and portfolio management, Ian is dedicated to crafting personalized financial plans that reflect the unique circumstances and aspirations of each client. His commitment to retirement planning and life insurance solutions ensures that clients are well-prepared for their future, both financially and emotionally.

At SmithSandlin, Ian is currently spearheading several key projects aimed at enhancing client engagement and education. One notable initiative involves the development of a comprehensive financial literacy program designed to empower clients with the knowledge they need to make informed decisions about their investments and retirement strategies. This program not only underscores Ian's belief in the importance of personalized financial planning but also highlights his proactive approach to client service.

Ian's proficiency is further evidenced by his certifications, including Series 7, Series 63, and Series 65, which bolster his ability to navigate complex financial landscapes. His experience at BB&T Scott & Stringfellow prior to co-founding SmithSandlin Wealth Planning has equipped him with a deep understanding of market dynamics and client needs, making him a trusted advisor in the wealth management arena. As a firm believer in the power of tailored financial solutions, Ian continues to advocate for clients, ensuring they receive the highest level of service and expertise in their financial journeys.

Ian Dunne Work

Senior Vice President at SmithSandlin Wealth Planning in July 2021 to Present

Financial Advisor / Managing Director at Truist Advisory Services in June 1997 to August 2021

Ian Dunne Skills

Financial Planning

Wealth Management

Investment Strategies

About Ian Dunne's Current Company

SmithSandlin Wealth Planning

Discover more about SmithSandlin Wealth Planning

Frequently Asked Questions about Ian Dunne

What is Ian Dunne email address?

Email Ian Dunne at [email protected]. This email is the most updated Ian Dunne email found in 2026.

What is Ian Dunne phone number?

Ian Dunne phone number is +17045164620 and +19194548170.

How to contact Ian Dunne?

To contact Ian Dunne send an email to [email protected]. If you want to call Ian Dunne try calling on +17045164620 and +19194548170. (updated on October 29, 2024)