Mitchell Dunn
,
Assistant Vice President, Financial Advisor
NMLS #1797193
28202 Cabot Rd
Laguna Niguel, CA 92677
949.456.8086
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If you are a business owner, an executive, or a pre-retiree or current retiree looking to maximize joy in retirement, you have multiple demands on your time. I can help you weigh new ideas to enhance your “real life returns,” impacting your financial life—and the lives of those you love—in meaningful ways.
Profile

Mitchell Dunn is a Financial Advisor with Merrill in Laguna Niguel, California. Mitch works closely with business owners, senior executives, and their families to discern what they want to accomplish with their wealth, and help advance those ambitions and goals. He offers technical insight and practical experience, grounded in a sincere dedication to the clients he serves. Restless in his desire to add value, Mitch focuses on what he calls “real life returns”—the ways that he can help enhance clients’ lives, making their wealth work more effectively for them.

Mitch advises an accomplished clientele, many of whom are wealth creators and C-suite executives. He hails from two generations of business owners, so he appreciates the challenges and satisfactions that business owners face, as well as the many demands on their time. He looks to return precious time back to clients, managing multiple aspects of their finances so they can focus on their personal and professional priorities. His areas of focus include portfolio design, long-term strategy, business succession planning, pre- and post-liquidity event planning, retirement strategy, legacy design, and charitable giving. Whatever a client’s interests or needs, Mitch looks to uncover efficiencies across multiple aspects of their wealth, allowing them to capitalize on the opportunities at their disposal.

Mitch has served as a Financial Advisor since 2016. Prior to joining Merrill, he spent three years as a Financial Advisor with Morgan Stanley. His career also includes experience with Strategic Capital / SC Distributors, an alternative investment provider with a focus on renewable energy, real estate, technology, and healthcare.

Mitch earned his Bachelor’s degree from the University of Colorado at Boulder. Committed to professional excellence, he holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc., taught in conjunction with UC Irvine. Within Merrill, Mitch holds the designation of Senior Portfolio Advisor. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.

Mitch and his wife Carlie enjoy an active lifestyle amid the beauties of Southern California. They like to dote on their Corgi, Monty, and enjoy spending time with a close-knit circle of family and friends. In his free time, Mitch also likes to play the guitar and piano, cook, snowboard, and play soccer. A surfing enthusiast, he welcomes the chance to trade ideas with fellow surfers about great destinations, near and far.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Andrea Brezoi
Registered Wealth Management Client Associate
949.456.8116
Additional Resources
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.
Sara Shamszadeh
Wealth Management Banking Specialist
Merrill
Richard Mitchell
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #680263
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Mitchell Dunn is registered to do business in AZ, CA, CO, FL, GA, NC, NV, NY, OH, OR, TN, TX.