From September 2023
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.”
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