Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Watch experts answer key questions to help you and your employees prepare for rising costs and game-changing innovations in our healthcare system.
I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
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.
Franciscan University of Steubenville
Louisiana State University System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Employee Benefits Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.