“I love building meaningful relationships with clients, allowing us to create a game plan that we can execute as a team to achieve their financial goals.”
Tyler Dunn, BFA™, MBA
Associate Wealth Advisor
Williamsburg
As an Associate Wealth Advisor, Tyler works with the Wealth Management team to help clients with comprehensive financial plans, investment analysis, insurance, and estate planning, business exit planning, and retirement plan administration. He holds the Series 65 license and the Behavioral Financial Advisor (BFA™) designation.
Tyler received a Bachelor of Arts in Accounting and Economics with an International Emphasis from Randolph-Macon College in Ashland, VA. While at R-MC, he was also a member of the baseball team, who reached the 2018 College World Series. After graduation, he attended The Citadel, where he earned his Master of Business Administration (MBA) while continuing his baseball career.
Born in Salisbury, Maryland, Tyler now lives in Glen Allen, VA. In his free time, he enjoys watching sports, playing golf, and spending time with his friends and family. He also volunteers with Randolph-Macon Baseball, where he is the Director of Baseball Analytics.
Insights Authored by Tyler Dunn, BFA™, MBA
Financial Management and Retirement Planning Tips for Young Professionals
Navigating the shift from college to adulthood can be challenging, especially when it comes to financial management. Contributing early to retirement plans and managing credit, savings, and student loans can make a big difference in long-term financial health.