Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jeffrey B. Dunbar
Senior Financial Advisor
Jeff Dunbar is a Senior Financial Advisor in the Baton Rouge office, whose clients include corporations, high net worth individuals and retirees. He is driven by the relationships he shares with clients and takes deep pride in their success.
He focuses on each client's priorities, such as generating returns in excess of inflation, 401(k) plan management, cash flow matching, or the efficient transfer of a business or individual's wealth. The clients he represents seek a complete investment strategy that emphasizes capital appreciation and total return based on their specific goals within an established risk tolerance.
Originally from Slidell, Jeff is a former educator and coach. He enjoys spending time with his six children and wife, Bridget. They are members of St. Agnes Catholic Church and Holy Family Home School Association and volunteer with a variety of organizations including Junior Achievement, Bishop Ott Men's Center and Baton Rouge Soccer Association. He is a board member of the Woman's New Life Center. In 2002, he received a Bachelor’s of Arts in Philosophy and Theology from Franciscan University of Steubenville and received a Master’s of Business Administration from Louisiana State University in 2006. He has worked in the securities industry since 2007.
English & German
Franciscan University of Steubenville
Louisiana State University System
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.