Joel C Dunham

As a financial advisor with Edward Jones, I believe in the ongoing process of comprehensive strategic planning to chart a course for your future that provides you with direction and options. Some know exactly what they want, and I make it my job to get them there efficiently and effectively. Others don't know exactly what they want yet, so I help them identify a path and guide them along.

My Commitment to You
I employ a simple four-step process:
1. A holistic, deep discovery to identify where you are now and where you'd like to be.
2. Alternative analysis to determine multiple paths available to help you reach your destination.
3. Implementing and adjusting your plan to account for the unknowns of the future until you achieve your goals.
4. Identifying and eliminating obstacles to your plan.
For more than 24 years, my team and I have followed this process to provide sound advice, reassurance, clarity and direction in times of recession and expansion, gain and loss.

My Philosophy
I believe in creating, growing and sustaining intergenerational wealth.
I believe that regularly revisiting your goals and strategy is more valuable than any product.
I believe conflicts of interest should be removed and fees should be disclosed and understood.
I believe in the importance of balancing the preparation for tomorrow with the enjoyment of today.
I believe in buying quality, diversified investments and holding them for the long-term.
I believe achieving your goals is more important than chasing returns.

Our Clients
We are currently accepting new clients who are serious, long-term investors.

My Story
I graduated from the US Air Force Academy in 1993 and earned my master's from Bowie State in 1998. I joined Edward Jones as a financial advisor in 1998, opening the firm's second branch office in Pensacola.
My wife, Kari, and I have been married for 24 years and moved to Pensacola in 1998. We have three sons: Clark, Carl and Chris.
I attained the CFP® certification in 2013, the CRPC™ in 2016, and the CRPS™ in 2019.

My Success
I take pride in helping clients translate dollars into security and achieving goals. My biggest successes are the clients who thank me for helping them achieve a life well-lived and helping their children continue their legacy.

If you value competent, time-tested advice, call us at (850) 476-3682 to see if we make a good fit.