Wenatchee, WA – Peoples Bank is pleased to announce that Kimberly Dunbar has joined Peoples Investments as a Financial advisor serving the Wenatchee Valley. With over seven years of experience in investment management and a deep commitment to community service, Kimberly brings a wealth of knowledge and a passion for helping clients pursue their financial goals.
Kimberly specializes in wealth management, retirement, and estate planning. Her approach is centered on empowering women and couples who have worked hard and saved diligently, helping them make confident, informed decisions about their financial futures.
“I am proud to be part of a program that truly serves the community,” said Kimberly. “It’s an honor to be entrusted with my clients’ hard-earned money and to design strategies that help them aim to achieve their dreams. I strive to make the complex simple and provide strong financial education tailored to each client’s unique needs.”
Kimberly holds a bachelor’s degree in business administration from the University of Washington. She is also licensed with Series 7 and Series 66 certifications, held through LPL Financial.
A native of Eastern Washington, Kimberly is deeply involved in her community. She has served as President of the Lake Chelan Rotary Club, is a member of the Lake Chelan Lions Club, and volunteers as a Book Buddy in local schools. She also works with Chelan and Manson schools to provide financial education and internships for youth.
Kimberly is a member of the National Association of Insurance and Financial Advisors (NAIFA) and is active in Braver Angels, a national movement focused on bridging the partisan divide.
“We are thrilled to welcome Kimberly to the Peoples Investments family,” said Seth Anderson, VP, Investments Manager. “Her dedication to client service and her strong ties to the community make her a perfect fit for our team.”
For more information or to schedule a consultation with Kimberly Dunbar, please contact her at 509-293-4002 or email kimberly.dunbar@lpl.com.
About Peoples Bank
Peoples Bank is a locally owned and operated, independent full-service community bank with $2.4 billion in assets. Headquartered in Bellingham, Washington, Peoples Bank has been serving the community for 100 years and operates 23 locations throughout Washington. Reflecting its strong financial management practices, dedicated employees, and long-standing customer relationships, Peoples Bank was awarded a superior five-star rating from BauerFinancial, a leading independent bank rating firm. Learn more about Peoples Bank at www.peoplesbank-wa.com. Member FDIC.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Bank and Peoples Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Investments, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Peoples Bank or Peoples Investments. Securities and insurance offered through LPL or its affiliates are:
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