Mimi Dunn, AWMA^®

Mimi Dunn, AWMA®, from Birmingham, Alabama, serves as a Founding Partner, Chief Compliance Officer, and Client Advisor at Steadmont Advisors. In 2020, she attained the esteemed Accredited Wealth Management Advisor℠ designation from the College for Financial Planning. Mimi’s expertise spans client relationship management, operations, and compliance oversight for the entire team.

Mimi’s career began with SouthTrust Bank after graduating cum laude in Finance from The University of Alabama in 1995. Starting as a Commercial Credit Analyst, she uncovered her passion for direct client interaction after transitioning to the Medical Banking Group. In 1997, Mimi took her skills to Merrill Lynch as a client associate. Mimi’s steadfast dedication to guiding clients through every aspect of their financial journeys forged her long-tenured career and ultimately led to her role as a Client Advisor.

Outside of work, Mimi finds fulfillment in her family life. Alongside her husband, Paul Dunn, they savor moments with their three daughters – Emily, Hunter, and Livy.  For fun, you can usually find Mimi exercising, mastering a puzzle, or engaging in strategic social games like Bridge.

Accredited Wealth Management Advisor℠ or AWMA® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College. Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.