Lexis Dunn, AAMS®
Vice President
Lexis Dunn discovered her calling at the dinner table. Long before college, around age fourteen, she listened as her father, Lance, walked her and her brother through the S&P 500 Index, P/E ratios, and other topics she jokingly calls “riveting.” What stayed with her, though, were his stories about clients and the meaningful difference he made in their lives. Seeing how rewarding the work could be, and the success he built through genuine care, set her course.
She entered the industry at nineteen, starting as a bank teller at Chase and working her way up to banker while putting herself through college. After earning a finance degree from California Polytechnic University, San Luis Obispo, she joined Tri Counties Bank and Raymond James as an associate advisor. She now holds the Series 7, 66, and SIE registrations, a California Insurance License, and the Accredited Asset Management Specialist (AAMS®) designation. Today she is proud to carry on her father’s legacy: preserving what he built and serving clients with the same dedication that shaped her.
What draws Lexis to TSG Wealth Management is a shared commitment to doing what is in the client’s best interest. Working alongside her father, she can help assure clients long-term continuity of service and unwavering support while deepening her own expertise in an industry she loves for its constant evolution. She is motivated most by the trust clients place in their advisors, who spend a lifetime building their future and entrust that life’s work to TSG.
Beyond the office, Lexis is a devoted Golden State Warriors fan and a lifelong athlete who now coaches elementary girls’ basketball, believing early involvement in sports builds confidence, work ethic, communication, and teamwork. She grew up in Clovis, studied in San Luis Obispo, and fills her free time with card and board games, tennis, pickleball, and audiobooks. She is part of a close family of four alongside her father Lance, mother Linda, and brother Lucky.
CA Insurance License 4442466. Resident State CA.
You May Not Know This About Lexis Dunn…
Lexis is a PADI certified scuba diver, and her favorite travel destination is Switzerland, where the beauty of the landscape mixes with memories of the basketball camps she attended there as a kid.
S&P 500 Index is a capitalization-weighted index calculated on a total return basis with dividends reinvested. The index includes 500 widely held U.S. market industrial, utility, transportation and financial companies.