Paul owned, operated and sold a successful consulting firm for entrepreneurs, immediately prior to joining Merrill Lynch Wealth Management and The Dunn Group in 2007. He assumed leadership of the Dunn Wealth Management Group in 2018.

Paul brings a mix of talents, skills and experiences that lend themselves to multigenerational wealth management. He believes that the integration of his forensic accounting mindset with his entrepreneurial background helps him to serve as a contrarian in the best interests of the client. He helps simplify the complex issues facing the career-building generation, working most effectively with wealth-creation-oriented clients and business owners. He is committed to following a clear process when it comes to building and preserving wealth.

The Dunn Wealth Management Group mantra under Paul’s leadership is that every member of the team understand that the decisions people make about their money affects their lives and the lives of future generations. Everything we do respects that connection between people’s lives and their finances. Our clients value our approach. As a result, they tend to work with us for decades even down to the second and third generations.

Paul holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Paul holds the Certified Plan Fiduciary Advisor certification awarded by the National Association of Plan Advisors and the Chartered Retirement Planning Counselor, CRPC designations. Paul earned his bachelor’s degree in marketing from Drexel University.

Starting out as a BioChem Major in College, Danielle took a course in accounting and found her home. From there Biochemistry became a distant memory and Finance was her focus. Shortly after, she started her own investment portfolio, only to learn, the objective wasn't picking stocks. It was and is growing and protecting net worth!

She joined Merrill Lynch Wealth Management in 2017 because the connection between growing net worth and impacting an investor's ability to reach their financial goals defined her purpose.

As a Merrill Financial Advisor, Danielle's passion is to help clients pursue their personal goals, such as planning for and funding their children's educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation.

In 2019, Danielle became an associate member of the Dunn Wealth Management Group. Her role on the team is to help bring simplicity and transparency to the complexities of investing. She helps clients answer five basic questions: "What if I live?”, "What if I die?”, "What if I get sick?”, "What if I get sued?”, and "Where do I want my money to go and how?”

Clearly for Danielle, clients are NOT portfolios.

Danielle and her westies, Ghost and Phantom, reside in Malvern, PA. She graduated high school from Merion Mercy Academy and earned her bachelor's degree in Business and Economics from Ursinus College. Danielle is an active CrossFitter and a committed runner. She enjoys the professional Philly sports teams, cooking, collecting sea glass, and helping protect the sea turtles through the Sea Isle City terrapin rescue program.

Danielle holds the Chartered Retirement Planning Counselor, CRPC designation.

Justin knew from an early age that his purpose in life was to bring value to those around him. Starting out as a Business Administration major through his first two years in college, it only took one finance course to convince him to switch majors.

Justin began his career bringing value to teachers in the surrounding area through establishing and managing their retirement plans. While he took away good experience, he knew that the teachers he served needed more. He felt limited in his role as their advisor. Justin wanted to be able to provide more diverse planning and implementation for his clients. This desire to offer more led him to joining Merrill.

As a Merrill Financial Advisor, Justin takes pride in helping his clients pursue both their personal and their family's financial goals. Having witnessed firsthand around him what can happen to a family that does not have specific financial goals and a financial strategy to achieve them, his approach is to start by determining a client's goals, establishing a plan, working through the next steps and ultimately tracking their progress. More than being just an advisor, Justin positions himself as a guide, teacher, and an educator to build relationships and provide value. Through the investment insights of Merrill and access to the banking convenience of Bank of America, Justin strives for excellence in serving clients and their best interests. Seeing clients achieve their personal and family goals is his passion.

Justin graduated high school from Franklin Towne Charter and earned his bachelor's degree in Finance from Saint Joseph's University. After competing for four years rowing through college, Justin is an active rower that keeps his competitive spirit alive. His main points of interest are working out, painting, and following professional football. Go Birds!