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Adam Dunbar

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Adam Dunbar

Senior Vice President - Wealth Manager | Steward Partners

Portland, Maine Metropolitan Area United States, United States

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Adam Dunbar

Summary

Adam Dunbar is an experienced financial advisor and director at Steward Partners Global Advisory, where he specializes in investment management and retirement planning. With a career spanning nearly two decades, he has built a reputation for providing personalized financial strategies that help clients achieve their wealth-building goals. Adam's extensive background includes a notable tenure at Wells Fargo Advisors, where he managed comprehensive financial services for a diverse clientele. He is committed to delivering exceptional service and customized investment portfolios tailored to each client's needs. Residing in the Portland, Maine area with his family, he balances professional dedication with personal life, emphasizing the importance of community. Adam is passionate about empowering individuals to take control of their financial futures through informed decision-making. He is also an advocate for continuous learning in the financial sector, staying updated with market trends and strategies to better serve his clients.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Adam Dunbar

Work Experience

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Managing Director at

Steward Partners

May 2024 - Present

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Adam Dunbar

Education

Cony High School

January 1996 - January 2000

University of Southern Maine - School of Business, Bachelor of Business Administration (BBA)

January 2000 - January 2004

Frequently Asked Questions about Adam Dunbar

What is Adam Dunbar email address?

Adam Dunbar's primary email address is ***********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Adam Dunbar work for?

Adam Dunbar is a Senior Vice President - Wealth Manager at Steward Partners.

Where Adam Dunbar graduated from?

Adam Dunbar holds a degree in null from Cony High School.

How can I directly contact Adam Dunbar?

To contact Adam Dunbar directly, you can use the email address ***********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Adam Dunbar?

Adam Dunbar is an experienced financial advisor and director at Steward Partners Global Advisory, where he specializes in investment management and retirement planning. With a career spanning nearly two decades, he has built a reputation for providing personalized financial strategies that help clients achieve their wealth-building goals. Adam's extensive background includes a notable tenure at Wells Fargo Advisors, where he managed comprehensive financial services for a diverse clientele. He is committed to delivering exceptional service and customized investment portfolios tailored to each client's needs. Residing in the Portland, Maine area with his family, he balances professional dedication with personal life, emphasizing the importance of community. Adam is passionate about empowering individuals to take control of their financial futures through informed decision-making. He is also an advocate for continuous learning in the financial sector, staying updated with market trends and strategies to better serve his clients.

Adam`s contact details

mail

***********@wellsfargoadvisors.com

***********@wellsfargo.com

***********@stewardpartners.com

Colleagues

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Erik Mathieson

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Brad Coyle

Associate Consultant

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Carl Gravina

Director of Business Development

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Peter Frisch

Dean of Students

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Peter Shanahan

Financial Advisor, Training Manager & District Manager

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Cary Kortze

Wealth Management Advisor

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Matthew Zitwer

Student Ambassador

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Wes Devoe

Financial Advisor

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