Unscripted

In our 60th episode of Unscripted, David is joined by Director of Private Wealth Management Diego Vallota. David and Diego discuss our wealth management services and what is on the horizon for our wealth management group. Diego also provides valuable tips about what to look for and how to approach the conversation when a team member may have a potential client referral.

In this first 2024 episode of the Unscripted podcast, David is joined by marketing and business development team members Jenny Patterson and Kristin Butler to discuss the soon-to-arrive updated Dean Dorton website. Jenny and Kristin talk through the importance of the user experience and how it relates to the business side of our firm.

In this holiday special episode, guest host Liz Young sits down with COO Chris Hahn and Lexington AOM Haley Snyder to discuss their holiday traditions and how they plan to spend the break.

In this episode of Unscripted, David sits down with VonLehman Managing Partner Adam Davey. We hear about the different services and industries that will benefit from our merger, and we learn a bit more about the VonLehman team that is joining us. Welcome, Adam and all our new team members!!

In this special Thanksgiving episode of Unscripted, team members join to tell us what they are most thankful for.

In today's episode, David sits down with CareWorks' Todd Layne to discuss the subject of change. Following our recent announcement, Todd provides some insight on the best ways to approach change - whether it be personal life change or change in the workplace - and offer some tools to help us navigate those changes.

In this installment of our Unscripted podcast, David welcomes new Chief Operating Officer Chris Hahn to the firm.

In the last of our Market Leader Conversations, David sits down in the studio with Raleigh market leader Jason Miller. Jason discusses not only Dean Dorton's growth goals in Raleigh, but the general growth in the Raleigh area and how it will impact the firm. And of course, no conversation about our North Carolina market would be complete without a little basketball talk!

David Bundy is joined by Lexington Market Leader Elizabeth Woodward in this continuation of our market leader conversation series. Elizabeth gives an overview of the Lexington office, our industry focuses, and the clients that we serve. Elizabeth also talks about the growth areas we are currently targeting.

12In this installment of the Unscripted podcast, David is joined by newly named Louisville Market Leader Lance Mann. David and Lance discuss the evolution of the Louisville market to date, current growth in the market, and the areas in which they would like to see Louisville grow in the future.