Joey Dunbar

Joey serves as a Senior Financial Advisor and Senior Portfolio Advisor for The Dunbar Group - a Merrill Lynch Wealth Management team based in Baton Rouge and Mandeville, Louisiana. With a background in ministry and leadership, Joey approaches wealth management with clarity and confidence to help guide Catholic institutions, business owners, and families navigate financial decisions with confidence.
At the Dunbar Group, we strive to build relationships with clients focused on trust, stewardship, and purpose. We focus on guiding Catholic institutions, business owners, and families through complex financial decisions with clarity and care. Whether navigating a business sale, planning for retirement, or building a multi-generational legacy, our team uses the proprietary Merrill Personal Wealth Analysis® to create customized strategies that align with each client’s mission and long-term goals. We believe wealth is more than numbers — it’s a tool for impact, service, and a lasting legacy.

_{A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.}