Jeffrey Dunn

Wealth Advisor

Jeffrey Dunn is a North Texas native and a graduate of the University of North Texas. He is a professional Wealth Advisor with over 10 years in the financial services industry and a strong focus in Behavioral Finance, Financial Planning and Portfolio Management.

Before Joining Smith Anglin, Jeff worked at Fisher Investments as a Senior Investment Advisor catering to high-net worth clients. Prior to that, he worked at TIAA specializing in brokerage trading and high-net worth service. His first job out of college was with J.P. Morgan Chase focusing on mortgage service assisting, with foreclosure alternatives from the financial crisis of 2008. He also has a Graduate Finance Certificate from Southern Methodist University and is actively pursuing a Certified Financial Planner designation (CFP).

Outside of the office, Jeff spends much of his time with his wonderful wife, Elizabeth and their two young sons. He stays active in professional organizations throughout the community volunteering and also enjoys the arts. In his spare time, he enjoys staying active and outdoors whenever possible; hiking, paddle boarding, snowboarding and swimming.

“Managing through life’s uncertainty can be challenging enough, I have a passion for understanding the markets and building a plan for how to properly navigate through that uncertainty. I thoroughly enjoy educating clients on the best ways to make their financial dreams a reality and I take pride in our ability to customize these plans for the good and bad surprises life will bring.”