Lee & Dunn

The Lee & Dunn Group


A True Financial Partner with Your Interests in Mind

Contact
Jon Lee & Janice Dunn - Partners

Specialties

Our Practice

Investment Philosophy
Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns. We’ll engage in a conversation about your current financial situation, your priorities and your vision for the future. And this line of communication will stay open once we’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.

Process
Our approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:

First, we gather information about you to better understand your complete financial picture.
We then work with you to identify goals and objectives, prioritize them in terms of importance and timeframe, and determine the amount of risk you’re comfortable with.
Taking the above into consideration, we look for gaps and opportunities.
We draw on our own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options.
We recommend a custom solution and, with your trust and confidence, implement it in accordance with the Investment Policy Guidelines you help us to set.
We consistently review your portfolio and measure performance to make adjustments as changes occur in the markets.
We provide ongoing management and oversight to help keep your investments aligned with your plans as your personal situation evolves.

Business Bio

The Lee & Dunn Group - Baird Private Wealth Managment
A true financial partner with your best interests in mind

People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.

Jon Lee - Director
Private Wealth Management
Direct: (530) 271-3021
Toll Free: (888) 792-9244
Fax: (530) 271-3050
jhlee@rwbaird.com

Jon has been with Baird since 2009 and in the financial services industry for over 25 years. Prior to joining Baird, Jon was with Wachovia Securities since 1997 and has also been with Prudential Securities and Shearson Lehman Brothers, where he began his career. His areas of expertise include comprehensive financial planning for individuals, businesses and trusts including retirement, estate planning and money management.

Jon takes a very personal one-on-one approach to meeting clients’ financial and personal goals with an emphasis on superior service. He recognizes that every client is different and consequently they have their own needs and goals. Jon takes pride in helping his clients identify their needs and then develops an individualized plan to achieve their goals within their individual risk tolerance.

Janice Dunn - Financial Advisor
Private Wealth Management
Direct: (530) 271-3000
Toll Free: (888) 792-9244
Fax: (530) 271-3050
jdunn@rwbaird.com

Janice strives to create financial success for her clients through honoring each person’s unique value system and helping them attain the best financial plan that is tailored for them. Financial plans can change over the course of a lifetime, but the cornerstones of clear communication and long standing trust does not. Under these core values working with Janice allows her clients to continually assess their progress and goals and gives them the ability to adjust their ever-changing financial plan as life evolves.

Area Served
National

Contact Information

Address
360 Sierra College Drive Suite 200 Grass Valley, CA 95945

Business Category: Financial




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