Thursday, February 29, 2024 Feb 29, 2024
42° F Dallas, TX
Advertisement
Partner Content i This advertising content was produced in collaboration between D Magazine and our sponsor, without involvement from D Magazine editorial staff.

Women of Influence – Cathy DeWitt Dunn

Shaking up the once male-dominated industry, meet Cathy DeWitt Dunn, President & CEO of DeWitt & Dunn Financial Services
By D Partner Studio | |Photo by Vanessa Gavalya
Cathy DeWitt Dunn
Vanessa Gavalya

In the early 1980s, when Cathy Dunn was seeking professional financial and investment advice, she couldn’t help but notice she was shopping in a male-dominated industry. Advisors were eager to give their advice, but not always as eager to listen to her concerns and questions. “I had always been good with numbers and decided to study finance,” she says. “There needed to be more female financial advisors. Even today, women comprise only 31% of the profession.” Dunn’s studies led her to become a financial advisor herself, and she launched Women, Money & Power, a boutique company that helps women take control of their finances. Dunn also became a Certified Divorce Financial Analyst to bring clarity to women dealing with financial uncertainties that accompany divorce. This success led to her open the full-service firm, DeWitt & Dunn Financial Services. Today, in addition to providing retirement planning services for her clients, she is the host of the popular DeWitt & Dunn Financial Services Radio Show where she offers financial advice to listeners with a wide range of investment interests and needs.

Dunn, a member of the Million Dollar Round Table, cites her firm’s independence as one reason for its loyal and growing clientele. “We aren’t owned or influenced by any investments or companies, which means we can look for and offer the best strategies,” she says. “Above all, we listen and provide the individual attention our clients need and deserve. We give people the opportunity to pick and choose from different options. Our clients, particularly women, need to consider more than their investable assets. We aren’t here to tell them what they should do, but to educate them about how to achieve their long-term, comprehensive goals. “

Dunn also uses her decades of experience to mentor young women financial advisors. “To break the glass ceiling in this male-dominated industry, you have to love what you do and love taking care of your clients,” she says. “You’ll break through the barrier and be successful if you start there.”

972.473.4700
womenmoneyandpower.com
dewittanddunn.com

Related Articles

Image
Partner Content

When Lending Is Tight, Industry Leadership Is Key to Moving Forward.

Q and A with Bob Mohr, Founder and CEO, Mohr Capital
By Mohr Capital
Image
Partner Content

Master Your Smile at Aesthetic Dentistry Centre

Dr. Sara Chen joins Dr. Mark Sowell at his established Plano dental practice.
Image
Faces of Influence

Face of Wellness

Anna M. Toker, M.D.
By D Partner Studio
Advertisement