Shore to Summit Wealth Management appointed James Dunn as Managing Principal, adding a veteran wealth management professional with more than three decades of experience.
Dunn will help expand the firm’s leadership, advisory capabilities, and resources for clients as Shore to Summit Wealth Management continues to grow.
During his career, Dunn has advised families, entrepreneurs, and business owners through changing market environments, major life transitions, and complex financial decisions.
His experience includes helping clients grow, protect, and transfer wealth while navigating long-term financial planning needs.
Shore to Summit said Dunn brings both technical expertise and extensive industry experience to the firm.
The company also highlighted his role as a mentor and collaborator and said his addition will strengthen the firm’s intellectual and advisory capabilities.
Dunn is based in Annapolis and is active in his local community.
Outside of his professional work, he is involved in coaching youth sports.
KEY QUOTES:
“We’re excited to welcome James Dunn to Shore to Summit Wealth Management as our newest Managing Principal. For more than three decades, Jimmy has been the person clients turn to when the stakes are high and the decisions matter. He’s guided families, entrepreneurs, and business owners through market cycles, life transitions, and moments that require both technical skill and steady judgment — helping them grow their wealth, safeguard it, and move it forward with purpose.”
Chris Fiacco, CIMA, Managing Partner of Shore to Summit Wealth Management
“What stands out most about Jimmy isn’t just his expertise. It’s the way he shows up for people. He’s a mentor, a collaborator, and a leader who raises the bar for everyone around him. His breadth of knowledge and deep industry experience will meaningfully expand the resources, perspective, and intellectual strength of our firm — a true win for our entire team and the clients we serve.”
Chris Fiacco, CIMA, Managing Partner of Shore to Summit Wealth Management
