Earl Dunn
We offer personalized financial services designed to support your family’s unique needs and goals:
1. Wealth Management Planning
Every financial decision you make affects your future. We help you understand the long- and short-term impact of those decisions—whether it’s preparing for your children’s education, purchasing a second home, or exploring new business opportunities. Our focus is on what matters most to you and your family.
2. Investment Advisory Services
Your financial goals are personal, and we take the time to understand them. We work with you to help preserve, grow, and manage your investments in a way that fits your life—offering clear, objective advice and a strategy that evolves with you.
3. Personal Banking Services
Managing the details shouldn’t be a burden. Through our access to Bank of America, we handle the essentials—like mortgages, credit cards, and day-to-day banking—so you can focus on what’s important. Our goal is to make your financial life easier and more efficient.
4. Philanthropic Consulting
If giving back is part of your vision, we’re here to help. Whether you want to create a lasting family legacy or support causes you care deeply about, we’ll guide you through the process and help turn your philanthropic goals into meaningful action.
5. A Financial Steward
Life is full of changes, and we’ll be there through all of them. Whether you’re navigating challenges, celebrating milestones, or planning for the future, we’re by your side—offering honest advice and genuine support when you need it most.*
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
