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David "Mick" Dunning
Financial Advisor
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Mick joined Chadwick Bay Financial Services in early 2016. Since then he has been working with both individuals and small businesses in the Western New York area. He specializes in investments, retirement planning, and portfolio building. Mick enjoys meeting new clients and developing investment strategies that are customized to their specific and unique needs. Prior to joining CBFS Mick worked in the treasury department at M&T Bank for 9 years. There his role was monitoring and analyzing their $15B investment portfolio. This gave Mick the strong analytical skills needed to effectively execute investment portfolios for his clients.
Mick earned his Bachelor's of Science in Finance from SUNY Fredonia, with a minor in Economics. He holds the FINRA Series 7 and 66 registrations through LPL Financial. He also has his life, accident, and health license. Mick is a life long resident of Fredonia, NY and enjoys spending his free time with his wife Cady and daughters Charlotte and Isla.
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David Zambotti
Financial Advisor
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Dave founded Chadwick Bay Financial Services 8 years ago in efforts to better serve his surrounding community by providing financial advice. He has been in the industry for almost 30 years and has built a reputation for working with individuals and small businesses in creating comprehensive strategies to work towards achieving his client's goals.
Dave holds the FINRA Series 6, 7, 63, and 65 registrations through LPL Financial. He also has his life, accident, and health license. Dave is a life long resident of the Western New York area and is a member of Rotary. When Dave isn't in the office he enjoys working on his car and spending time with his wife Marie, his children and grandchildren.
Office: (716) 363-2804
Email: sheena.comstock@lpl.com
Sheena M. Comstock
Administrative Assistant
Sheena has recently joined Chadwick Bay Financial Services. As an Administrative Assistant she is in charge of scheduling, opening accounts, filing appropriate paperwork, and delivering strong customer service. Sheena is a lifetime resident of the area and when not managing the office duties she enjoys spending time with her husband Craig and daughters Neveah, Gracie and Nova.
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