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.