Charles R Dunn

Financial Advisor

Hi I am Chuck Dunn, proud father of 4 grown children, married to a wonderful woman for almost 30 years.  

I spent my early years in what was then a small town, Phoenix Arizona. I went to a Jesuit high school and earned the opportunity to attend the University of Notre Dame, where I graduated with a Bachelor of Business Administration, with Finance as my major. After college, still in my 20’s, and not quite ready for the corporate world, I teamed up with a Notre Dame classmate and started a whitewater rafting business in the wilds of Maine. It was there, in Maine, that I honed my business skills that I apply today. I learned to respect the sacred trust granted to me to protect the life and safety of my rafting clients. I learned the value of adhering to the strict protocol and attention to detail and prudence needed to run Maine’s wild rivers successfully. I also maintained a strong desire to constantly stay current with the latest best equipment and knowledge necessary to safely run these amazingly beautiful wild rivers. And, of course, I learned many of life’s lessons the hard scrabble way. 

On my return to Arizona I carried these qualities with me.  Top of the list was the importance of taking good care of my clients. To this day that is my promise, to do the very best that I can for the benefit of my clients. I was fortunate to have started my ‘stockbroker’ days with a really great firm founded in San Francisco called Dean Witter Reynolds, that merged to become Morgan Stanley. I solidified my finance skills from the master professionals of the old school that built Dean Witter in the 60’s, 70’s and 80’s. Today, I apply these gifts learned in my practice. The beauty of my job is that there is always more to learn. My pledge to you is that I will bring forth these talents to build a coherent investment portfolio that makes sense for you. Your future financial successes are why I am here.