The Dunn Group

Merrill Lynch Wealth Management
300 Conshohocken State Rd
Conshohocken, PA 19428
(610) 629.0308
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The Dunn Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Dunn Group
Welcome

We take pride in helping you achieve your goals by making your needs and interests a priority. With advice and guidance that connects personal goals to potential financial solutions, the team can help you plan for the active retirement you’ve always envisioned. The process begins by taking time to understand your priorities and how you define your idea of a successful retirement. Together, we will work to develop a personalized plan that takes your unique retirement goals and entire financial picture into account. We will revisit your goals and make adjustments to your approach, as needed, to help you stay on track.

About Us
Goals Based Wealth Management

Life is a series of decisions. This belief drives everything we do as we help you connect your life and your finances. We work with you--the client--to identify your goals. We help you organize your goals as your essential needs, your important wants and your aspirational dreams. We help you analyze, strategize and allocate assets according to each of those goals. Then, you invest. As your goals evolve or circumstances warrant, we measure and guide you in adjusting - never losing sight of your needs, wants or dreams. We often work with clients for decades, even into second and third generations. We strive to help them understand that with the tools and resources we provide to help you pursue your family and life goals, a sense of confidence may emerge, sheltered from the sensationalism of investment-related hype. Our goal is to help you pursue your objectives and those of future generations.

Meet Our Team
Paul Dunn,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
610.834.3501
Danielle Siravo,

AAMS™, CDFA®, CRPC™

Vice President, Senior Financial Advisor
610.629.0308
Justin Aikens,

AWMA™, CRPC™

Senior Financial Advisor
610.834.3506
Frances M Kubiak
Wealth Management Client Associate
610.834.3517
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.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Jonathan Torres
Wealth Management Banking Specialist
Merrill
Alison Guard
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535296
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.