Client Concierge

Karla Dunne

Karla Dunne joined the LeConte team in 2022. She is coming from Community Association Management, where she managed the daily operations, budget preparation, and overall community financial management of eleven Knoxville area Home Owners Associations.

Karla lives in Maryville with her husband and two children who are outdoor enthusiasts that love boating, fishing, and exploring the smokies. Karla is looking forward to bringing her ten plus years of customer service and management experience to our team.

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GET IN TOUCHContact Karla

Address
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Email
karla.dunne@lecontewealth.com
Check out our writings

Financial Friction

blog posts
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SVB Financial Collapse – Why You Should Care
SVB Financial Collapse – Why You Should Care
The events that started to unfold at the end of last week at Silicon Valley Bank (parent company SVB Financial) may seem like a world away from East Tennessee, but it definitely brought flashbacks of the 2008-2009 financial crisis. While the differences are significant between the two events, and to elaborate on those is beyond...
Level Up Your Treasury Trading Game To Max Out Your Yield
Level Up Your Treasury Trading Game To Max Out Your Yield
Our clients and social media followers know that we have been encouraging savers to pull money from their low yielding bank accounts and put it into short-term Treasury obligations. If you do, you’ll earn more than 5% (annualized) for six month to 12 month terms. When considering your options there are subtle differences between the...
Your Time is Priceless
Your Time is Priceless
At this time of year, I always struggle and worry that “there’s not enough hours in the day.” The start of Spring is a convergence of my favorite time personally and my most challenging time professionally. On the work side, tax season runs from the beginning of the year through April. Additionally, it’s baseball season...
Is Your Bank Robbing You of Earnings on Your Short-Term Savings?
Is Your Bank Robbing You of Earnings on Your Short-Term Savings?
If you are earning less than 4.5% on your bank savings dollars, you are giving your bank permission to steal from you. Over the past few weeks, I’ve had multiple conversations with clients, friends and family about banks and other investment companies offering them alternatives to the traditional savings account. The most common alternative offered...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.