Jerald L. "Jerry" Dunn, CFP®VICE PRESIDENT
Jerald L. “Jerry” Dunn advises clients on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation at the Fort Collins office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. He utilizes over 40 years of direct investment experience with institutions, foundations, and individual clients to implement customized, goals-based investment and financial life guidance.
Previously in his career, Jerry focused on recommendations related to internal and external equity, fixed income and alternative investment strategies. He assisted in developing the use of external managed strategies at Boettcher & Co. starting in 1980 and contributed to the due diligence of internal and external managers at Wachovia Securities Financial Network. Jerry also offered significant input into the reviewing and updating of client investment performance reporting processes.
He received a B.A. in Managerial Economics from Fort Lewis College and an M.S. in Business Administration from the University of Wyoming. Jerry has also earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®)
When not in the office, Jerry enjoys spending time with this family, fly fishing and an occasional game of golf.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.