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Cameron D

Series 65

Las Vegas, NV

Buckley Wealth

Cameron Dunaway is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with two years of industry experience. His prior work experience includes roles at Finance of America Mortgage, Mortgage Solutions Financial, Penn National Gaming, Pinnacle Entertainment, and Bellagio. Outside of financial advising, he operates a notary services business. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million in discretionary assets and employs a multi-disciplinary investment approach that includes fundamental and technical analysis, as well as the use of third-party managers and fiduciary oversight.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Brian B

Series 63, Series 65

Las Vegas, NV

Buckley Wealth

Brian Buckley is a financial advisor with Buckley Wealth Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2007 to 2017. Buckley serves on the Advisory Board of the Provincial Council of the Clerics of Saint Viators Investment Board and is a committee member on the Investments & Wealth Institute appeals board. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million on a discretionary basis, employing a blend of fundamental and technical investment methods and offering business-oriented planning services alongside comprehensive portfolio management.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Lori C

CFP®, Series 63, Series 65, Series 66

Las Vegas, NV

Buckley Wealth

Lori Chittenden is a CFP® professional with 24 years of industry experience, currently serving at Buckley Wealth Management, LLC since 2017. Prior to joining Buckley, she worked at Morgan Stanley from 2013 to 2017. Outside of financial advising, she is a general partner in a family farming operation. Buckley Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $583 million on a discretionary basis. The firm employs a combination of fundamental and technical investment methods, including cyclical analysis and charting, and offers a range of planning services alongside portfolio management.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Matthew B

Series 65

Las Vegas, NV

Buckley Wealth

Matthew Brunelle is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, with six years of industry experience. He holds a Series 65 designation and has been with Buckley Wealth Management since 2018, following a three-year sabbatical. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million on a discretionary basis for around 200 clients, employing a blend of fundamental and technical investment methods and offering a range of business-oriented planning services.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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John B

Series 65, Series 66

Las Vegas, NV

Buckley Wealth

John Buckley is a financial advisor at Buckley Wealth with Series 65 and Series 66 designations and six years of industry experience. His prior roles include positions at Splunk and KPMG, as well as a period at UCLA Anderson School of Management. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a multifaceted investment approach combining fundamental, technical, and cyclical analysis and offers a range of strategies including asset allocation, ETFs, fixed income, and alternative investments.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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