Joey Dunbar is a Vice President, Financial Advisor with Merrill Lynch Wealth Management in Mandeville, Louisiana. He joined the firm in 2023 to form the Dunbar Group with his brother, Jeff, a senior advisor at Merrill.
Joey approaches his role as an advisor in a collaborative spirit to better understand his clients' particular and often complex financial goals. As a thoughtful guide, Joey advises his clients with tailored wealth strategies to fit their life goals. In particular, he enjoys a focus of serving institutions and families with holistic financial and legacy planning so that they can be good stewards of their wealth now and for future generations.
Before his career in financial services, Joey served in Catholic ministry as the Director of Youth Ministry for the Archdiocese of Mobile, Alabama. He has undergraduate degrees in Business and Philosophy, with a Master's in Theology. In his free time, Joey enjoys fishing, playing tennis, and working on the yard. Joey was married in 2023 to his beautiful bride, Grace, and resides in Covington, Louisiana.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
