Dunbar’s community commitment will carry over into new position
information released
Peoples Bank is pleased to announce that Kimberly Dunbar has joined Peoples Investments as a Financial Advisor serving North Central Washington. 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.
