David Bunker
For more than 25 years, Dave has been providing retirement planning and investment management services to business owners, executives and families living and working north of Boston. His purpose is to help you prolong your retirement income and retire to the life you want.
Dave is a Registered Investment Advisor and possesses a Series 65 securities license, aka licensed fiduciary—always placing his client’s best interests above his own.
Dave is approachable, compassionate, disciplined, and relaxed. An active listener, he seeks to understand your unique circumstances and goals. When providing financial advice, he’s focused on your future, not your past.
Dave follows two key financial principles:
#1—Have a Plan, Play Your Plan
#2—Control the controlables
In his spare time, Dave enjoys running; reading finance and history books; and visiting historical sites, including Normandy four times. He spends most Friday afternoons with longtime friends overlooking Meredith Farm Hill in Topsfield while smoking his weekly Churchill cigar.
A longtime volunteer and resident of Topsfield, Mass., Dave was a Masconomet varsity football coach for 18 years.
Julie K. Doyle
Julie spends her day supporting Windsor Wealth Management clients.
She’s accessible and proactively communicates with clients regarding new account
openings and investment activity updates.
Before joining Windsor Wealth Management in 2017, Julie was a fifth-grade teacher
with the Saco, Maine, school system for nine years, and as a systems analyst for two
Boston corporations for 12 years, including IDX Corporation and Associated Catholic Hospitals.
A former Girl Scout leader, Julie was also an active volunteer with the Kennebunk,
Maine Animal Welfare Society and school system. A resident of Kennebunk since 2004, Julie is an avid reader, including historical nonfiction, mystery, and sci-fi. She enjoys many activities, including pickleball, quilting, tenpin bowling, walking nightly with her husband Greg and spending time with her children Abigail and Andrew.