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portrait of Caitlyn M Dunbar
FINANCIAL ADVISOR

Caitlyn M Dunbar

AAMS™
31207 Keats Way Suite 204, Evergreen, CO 80439opens in a new window
CallSend Me a Message

About Caitlyn

Seeing the joy and satisfaction my clients feel when reaching a goal years in the making is why I know I'm in the right career, whether it is hearing about a grandchild's graduation, viewing photos of the ski slopes in the Swiss Alps, or reading a letter of gratitude from the charity that supported their own family through a loved one's difficult illness.

Developing a deep understanding of my clients' passions and goals allows me to work with them to create a comprehensive financial strategy, helping to reach the milestones most important to them. My clients have complex needs and I...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies

Work History

  • Edward JonesFebruary 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Iowa State UnivBachelor of Arts

Personal Interests

  • Running
  • Cooking
  • Fishing
  • Hiking
  • Spending Time with Family

Team Members

  • Lisa Arnold
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(303) 670-9735

Fax

(888) 498-6514

Office Address

31207 Keats Way Suite 204
Evergreen, CO 80439opens in a new window

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