Kimberly Dunbar brings over seven years of experience in investment management to her role as a Financial Advisor at Peoples Bank. With a focus on wealth management, retirement planning, and estate planning, Kimberly is passionate about helping women and couples who have worked hard and saved well make informed, confident decisions about their financial futures.
Kimberly holds a Bachelor’s degree in Business Administration from the University of Washington. She is licensed with the Series 7 and Series 66 certifications, held through LPL Financial.
A native of Chelan, Kimberly returned to Eastern Washington in 2016 to be closer to family. She is deeply involved in her community, having served as President of the Lake Chelan Rotary Club, a member of the Lake Chelan Lions Club, and a volunteer Book Buddy in local schools. She also collaborates with Chelan and Manson schools to offer financial education and internships to 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.
Outside of work, Kimberly enjoys golf, cooking, traveling, and giving back through community service.
“It’s an honor to be entrusted with my clients’ financial goals. I strive to truly understand their needs, simplify the complex, and deliver sound advice with the highest level of service.”
At Peoples Investments, our primary goal is to help you manage your assets based on your needs. We offer investment services right where you do your banking, so you can handle all your financial needs at one convenient location. With today’s busy lifestyles, we think you’ll appreciate the convenience.
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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:
| Not insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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