Wes Dunn is a Wealth Manager and Registered Representative with Raymond James Financial Services, Inc.
He holds the Series 7 (General Securities Representative, Series 63 (Uniform Securities Agent), series 66 (Uniform Combined State Law Exam), SEI and insurance licenses and is a California Registered Investment Advisor Representative.
Wes began his work in the nonprofit sector in 2004—raising financial support, training teams, and speaking nationally. Coupled with over 20 years of experience in the business world—building teams, scaling organizations, and developing long-term financial strategies—he brings a rare blend of marketplace insight and heart.
Wes works closely with individuals, families, and nonprofit organizations to help them pursue their financial goals with purpose and design strategies that align with their values. His background in the nonprofit space and service as a board member of numerous organizations gives him a unique ability to speak into both the personal and practical aspects of life.
Wes is also the author of several books, including his most recent release, Roadmap to Your Financial Future—a practical guide designed to help people move from confusion to clarity in their finances.
He is a trusted advisor to those who value long-term impact, intentional living and financial clarity.
Wes lives in Los Angeles with his wife, Vanessa, and their two children. He enjoys travel, meals with friends, and a great story well told.