Musgrave Dunn & Associates
"There are many questions we would like to ask you at our first meeting. In fact, we probably have many more questions than you'll have answers, but most of them can wait.
The important questions to ask yourself, and we'll discuss this together, are – 'Do you understand your financial world today and do you know what you want your life to look and feel like 5, 10, 15 years or more into the future?'
During our first meeting we plan to work with you to help answer these questions. And, when we make good progress toward the answers, you'll begin to understand the path we have helped you create to pursue your unique goals."
- Travis K. Musgrave, CEPA®, CPFA™, CIMA®, CRPC™
Managing Director
Wealth Management Advisor
Knowledgeable, attentive and independent-minded professionals who have your best interests at heart.
We are sophisticated professionals with strong credentials and experience. As a team, and individually, we embrace continuing education and technology to stay at the very top of our profession. Members of our team have achieved advanced designations and certifications, we firmly believe our team's hard work and dedication to our profession contribute to improving your experience with the firm and your long-term investment success.
Our Philosophy
It's our commitment to see that all areas of your financial life are well integrated and working together to accomplish the things in life that matter most to you and your family.
You've worked hard, sacrificed and managed to accumulate enough wealth to feel optimistic about your future. Or perhaps you're still concerned about outliving your assets. Our goal is to help clients develop a strategy designed to make their assets last. Musgrave Dunn & Associates commits abundant resources and leverages considerable skill to prepare and help you develop personalized financial strategies that impact the control clients have over their lives.
"We believe clients appreciate the individualized service and level of integration they receive from us. Our goal is to have them feel confident about their future."
-Mila C. Chitwood, CRPC™
Wealth Management Specialist
CEPA®, CIMA®, CPFA™, CRPC™
CEPA®, CFP®, CIMA®
CRPC™
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.
