Jim Dunn is Managing Director – Financial Advisor, Senior Portfolio Manager – Portfolio Focus in the Brookfield, Wisconsin office of RBC Wealth Management. Mr. Dunn has 30+ years of experience in the investment industry. Previous to RBC, Mr. Dunn worked with Wells Fargo Advisors and its predecessor firms. His dedication to client service earned him membership in the firm’s prestigious Premier Advisors’ President’s Council and previous production-based recognition programs for 25 consecutive 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, and later sponsor and promoter of Elmbrook Rotary’s Spikes For Tykes event that has raised significant funds for children’s charities. He has been involved in fundraising efforts at Marquette University High School for over 25 years. Mr. Dunn has been active in his church and served on St. Charles Parish Council 2009-2011.
Jim 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.
