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Kerri D
Series 65
Las Vegas, NV
Kingsbridge Wealth Management, Inc.
Kerri Dunn is a Series 65-licensed financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 12 years of industry experience. She has been with Kingsbridge Wealth Management since 2012 and is also associated with related entities including Kingsbridge Trust Company and Kingsbridge Companies. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a systematic, discretionary approach focused on client objectives and strategic asset allocation, utilizing a range of investment vehicles and emphasizing global diversification and tax-aware implementation.
David D
Series 63, Series 65
Las Vegas, NV
Kingsbridge Wealth Management, Inc.
David Dunn is a financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kingsbridge since 2012. Outside of his advisory role, he is a manager and co-owner of DKD Enterprises, LLC, an Idaho-based company that leases equipment. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm uses a systematic, discretionary approach focused on client objectives and strategic asset allocation, incorporating a range of investment vehicles and tax-aware strategies.
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