Our Team

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bill Dunn

Financial Advisor

703-827-7631

Bill.Dunn@wfadvisors.com

As a financial advisor with Harper-Dunn Group at Wells Fargo Advisors, I am dedicated to helping individuals, families and their related companies, foundations and endowments secure their financial future. Helping clients identify and fulfill their financial vision is not only something we seek to do, it's something that we've already successfully done.

Personal

20+ year residents of Arlington, VA, my wife Carrie and I are proud parents of four young children and are members of St. Agnes Church in Arlington. I am a graduate of Leadership Arlington's Class of 2017, serve as a Commissioner of the Arlington Economic Development Commission, and serve on the Finance Committee and Board of Directors of Bridges to Independence and am an active member of the Arlington Chamber of Commerce. Before kids sports I used to be an active enthusiast of tennis, golf and skiing.

Background & education

I earned a B.S. in Mechanical Engineering from the University of Vermont and started my career as a sales representative in the Building Controls Division of Honeywell, Inc. I have been a financial services professional for 24 years. Prior to becoming a financial advisor, I served 16 years as the Atlantic Region Director for Brandes Investment partners LLC, a global investment manager based in San Diego, CA. In this capacity, I was an advisor to advisors on investment perspective and strategy. Through these relationships I gained valuable insight on providing enlightened service to investors.

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Jennifer Kubasiewicz

Assistant Vice President, Sr. Client Associate

(703) 726-4753

Jennifer.Kubasiewicz@wfadvisors.com

 

Personal

As a lifelong resident of Alexandria VA, I enjoy all that the historic Old Town has to offer. I am a former competitive alpine ski racer, but now enjoy skiing for recreation. In my spare time I tag along with my husband to car events to listen to car nerds discuss seemingly unimportant obscure car details. 

Background & education

I joined the Harper-Dunn Group in 1997 and work with clients helping them navigate their financial goals. I have a genuine interest in putting clients first, focused on providing excellent customer service. I have spent my career in the financial industry since graduating from George Mason University with a Bachelor of Science in Economics in 1992.