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FINANCIAL ADVISOR

Megan E Dunn

AAMS™
415 Baltimore Rd, Plainview, TX 79072opens in a new window
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About Megan

Growing up as a rancher's daughter and now as a farmer's wife, I not only know the importance of hard work, but the importance of investing for the future and saving for a rainy day, or out here in the Texas Panhandle, a not so rainy year.

Every strategy I offer and every solution I recommend is based on what's most important to you. By understanding your priorities, I can help you identify specific financial goals and develop strategies to help you stay on track to achieve them.

I understand life gets busy, and sometimes we push aside things like financial...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesJanuary 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oklahoma State UniversityMaster of Science
  • Oklahoma State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Farming
  • Traveling
  • Active Lifestyle

Team Members

  • Sarah Perez
    Branch Office Administrator

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Office Information

Phone

(806) 296-0090

Fax

(877) 233-9785

Office Address

415 Baltimore Rd
Plainview, TX 79072opens in a new window

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