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Joni Dunn, Financial Advisor

FINANCIAL ADVISOR
Joni A Dunn

CFP®
111 South Main, Batesville, IN 47006opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Estate & Legacy Strategies

About Joni

When I was 8 years old, I had a budget on a clipboard. I had a goal, and I was going to reach it! I realized my passion early in life and have been planning and preparing for financial events ever since. Planning for goals is how we reach those goals, whether it be an easy bake oven, college tuition, retirement income or wealth transfer. I consider myself fortunate as I love my job and am excited to go to work every day! I have been in the financial/insurance industry since 1985.

I realize that planning and preparing for financial...

Work History

  • Edward JonesMay 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Marshall UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Hiking
  • Reading
  • Camping
  • Cooking

Team Members

  • Austin Compton
    Associate Financial Advisor
  • Becky McCamment
    Sr. Branch Office Administrator
  • Megan Obermeyer
    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 - 04:00PM
Sat Closed
Sun Closed

Phone

(812) 934-2458

Fax

(888) 687-0926

Office Address

111 South Main
Batesville, IN 47006opens in a new window

Mailing address

Po Box 88
Batesville, IN 47006

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