In 2004, I joined Edward Jones as a financial advisor, opening Rochester's fourth office. As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I earned a bachelor's degree in nursing from Winona State University in 1998. In 2011, I earned the Accredit Asset Management Specialist™ (AAMS®) designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I am originally from Waseca, here in southern Minnesota. I have called Rochester home for the past 20 years. I have three children, all boys: Jack and Sam are 18, while Tony is 15. I have enjoyed supporting them in finding out what they like to do. I have spent many hours driving them here and there. It has been most rewarding to volunteer my time coaching a lot of their friends’ different sports teams.
Rochester is a unique city where I have been happy to live and raise my family. It is important to me to spend time supporting different organizations like Project Legacy and The American Cancer Society.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.
- New Investors
- Estate & Legacy Strategies
- Retirement Income Strategies
- Special Needs Financial Considerations
- Divorce Finances
My Personal Interests
- Coaching Sports
- Health & Nutrition
- Scuba Diving
Phone NumberAndy Dunn at (507) 282-2249
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