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The Dunn Group

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Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Our goal is to help clients enjoy the wealth they have worked so hard to create, not to worry about it. We work with a limited number of clients which allows us to deliver exceptional attention to every client. Clients value our devotion, thoroughness, accessibility and experience.

We help clients define their financial goals and then design, implement and track a customized wealth management strategy. Portfolio construction is tailored for each client based upon their desire and need for income, growth and capital preservation, then reviewed regularly for consistency to lifestyle and wealth transfer goals. 

In addition, we assist clients with tax minimization strategies and estate planning issues as well as work with their advisors in developing estate plans. The scope of our practice includes affluent individuals and families, business owners, entrepreneurs, executives and professionals.

How We Work With Our Clients:

  • We have regular conversations with our clients about their financial goals, as well as their life goals, taking the time to get to know their families and what drives their decisions and priorities. 
  • We enjoy having meaningful discussions with our clients about their wealth management strategy, understanding that this increases their satisfaction and reduces behavior that could impair their long term success.
  • We use a variety of tools to regularly analyze client portfolios and track progress to goals. 

Our Investment Philosophy:

  • By working with a limited number of households, we are able to create customized wealth management strategies for each client to help them preserve and grow their wealth.
  • We believe clients should understand what they own and how their investments are working to help them achieve their goals.
  • Because losses are difficult to make up, we spend a great deal of time reviewing risk and discussing the risks that can best help clients achieve their goals.
  • We actively seek to incorporate strategies that deliver upside potential with some measure of downside mitigation.
  • We invest a significant amount of time analyzing changing market conditions and global economic crosscurrents which enables us to incorporate opportunistic investment themes.
  • We focus a high level of attention on tax minimization strategies.

Approach

We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

Our  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

Our approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

Capabilities

Our  process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Focus On High-Net-Worth Individuals and Business Owners

We  offer clients a breadth of potential solutions, premier service and financial tools based on their unique circumstances.

No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals
We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

We'll also draw on our industry knowledge and experience to offer:
„„
  • Potential risk management strategies
  • „„Trust and estate planning services
  • „„Potential wealth management solutions
  • „„Access to Bank of America for your credit and banking needs

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Past Events

Pictures with Santa!

November 30th, 2019|10:30 AM - 12:00 PM

    Knoxville Women's Expo 2020

    Knoxville Expo Center, 5441 Clinton Highway, Knoxville, TN 37912

    February 7th, 2020|2:00 PM - 6:00 PM EST

    Please join The Dunn Group at the Knoxville Women's Expo 2020! Our booth is right as you walk in the door. Petra and Jennifer will be speaking on Women & Financial Wellness on Friday @ 5pm, Saturday @ 2pm and Sunday @ 1pm. We hope to see you there!



     

      Your Financial Approach

      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.

      FAMILY
      Taking care of your family and other people in your life
      • Trust & Estate Planning Services4
      • Education Funding1
      • Insurance3
      HEALTH
      Planning for healthcare expenses now and in the future
      • Long-term Care Insurance3
      • Health Savings Account2
      • Disability Insurance3
      HOME
      Upsizing, downsizing, remodeling or buying a vacation home
      • Home Loans2
      • Home Equity Lines of Credit2
      • Securities-Based Lending2
      • Credit Cards2
      WORK
      Working in retirement, selling or starting a business
      • Bank of America Business Banking2
      • Exchange Funds1
      • Concentrated Stock Management1
      • Succession Planning1
      LEISURE
      Spending your free time in meaningful ways
      • Credit Cards2
      • Securities-Based Lending2
      • Structured Lending2
      GIVING
      Volunteering, mentoring others and giving to charities
      • Donor-Advised Funds4
      • Private Foundations4
      • Charitable Trusts4
      FINANCE
      Using your finances to bring it all together
      • Merrill Investment Accounts1
      • Investment Advisory Accounts1
      • Alternative Investments1
      • Exchange-Traded Funds1
      • Mutual Funds1
      • Closed-end Funds1
      • Fixed Income Products1
      • Options1
      • Annuities3
      • Impact Portfolios1
      • Market-Linked Investments1
      • Securities-Based Lending2
      • Margin1
      • Home Loans2
      • Bank of America Checking and Savings Accounts2
      • Credit Cards2
      • Online Account Access1,2

      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.

      Staying on Track

      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 you stay on track to achieve what's most important to you.


      Periodic reviews to help you
      stay on track

      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.


        Monitoring changes in your life
        and to your goals

        Your life and goals change. As these changes occur, we can update your approach to reflect them.

        Wealth Management Your Way

        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

          Let’s Have a Conversation

          Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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.

          Why Merrill?

          As Merrill Lynch Wealth Management Advisors, we will help you sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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          We put you first, every day.
          Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

          Personalized advice from a dedicated financial advisor.

          Getting to know you is our primary goal.

          A comprehensive approach, built around your life’s priorities.

          Drawing from our experience and the best thinking of Merrill, we will help you build a strategy that reflects your unique needs, priorities and financial situation.

          Adjusting your strategy as your life and the markets change.

          We will work to help you stay on track, regardless of what the markets are doing.