Nahill Dunn & Smith Group

Merrill Lynch Wealth Management
25 Burlington Mall Road
Burlington, MA 01803
(781) 229.7432
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Nahill Dunn & Smith Group is a wealth management team at Merrill focusing on clients with advanced planning and custom portfolio design needs. We are honored to share our team has been named to the Forbes "Best-in-State Wealth Management Teams" list, 2024 and 2023.    Published annually in January. Rankings based on data as of March 31 of prior year.*
Nahill Dunn & Smith Group
Welcome

Nahill Dunn & Associates is a wealth management team at Merrill focusing on clients with advanced planning and custom portfolio design needs.  Our team of advisors is equipped with deep industry experience, graduate degrees, and the most respected designations such as CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant™, and Certified Plan Fiduciary Advisor.  Whether you are an individual planning for financial independence or structuring your wealth for future generations; a non-profit organization seeking experienced guidance for endowment management; or a business who might benefit from access to external fiduciary services to reduce risk in their retirement plan, we have a process to help you make the most of your financial picture.

Recognition
Nahill Dunn & Smith Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Michael Nahill,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
781.229.7440
Kevin Dunn,

ChFC®, CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
781.229.7432
Alexander Smith
Vice President, Senior Financial Advisor
781.229.7436
Sean Flaherty
Registered Wealth Management Client Associate
781.229.7488
Amy S McCormick
Registered Wealth Management Client Associate
781.229.7461
Christian Dunn Headshot Image
Christian Dunn
Financial Advisor
781.229.7415
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.
Priya Joshi
Wealth Management Banking Specialist
Merrill
Benjamin Christopher
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #179356
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
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.