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The Dunn Group

Private Wealth Advisors

BANK OF AMERICA TOWER

ONE BRYANT PARK, FLOOR 28

NEW YORK, NY 10036

212.680.5931

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About us

The Dunn Group

The Dunn Group provides financial services, strategies and solutions to ultra affluent clients nationwide. These solutions address clients’ risk tolerance, time horizons, liquidity needs and overall investment goals. Clients include individuals, families, foundations and non-profit institutions. We inherently recognize that all financial issues are people driven. We strongly believe that wealth management extends beyond balance sheets and portfolio allocations. To address client needs we seek to develop a broad understanding of client lifestyle demands, goals, concerns, fears and hopes. We knit this individualized approach into our offerings providing clients with a customized framework that reflects their particular values, aspirations and financial situations.

Prioritizing Client Comfort

At the Dunn Group we place a premium on client comfort. We provide a confidential environment in which a client can feel comfortable discussing his or her financial concerns. We are good listeners and encourage a collaborative approach to goal setting and decision making. In a world of distractions and competing needs we focus on clients; in-depth conversations are key building blocks of our wealth management approach.

Addressing Client Priorities

Client financial values are of upmost importance to our approach. We actively delineate and define a client’s financial values addressing the following topics:

  • Money values
  • Legacy aspirations
  • Time priorities
  • Philanthropy goals
  • Retirement fears and hopes
  • Intergenerational family dynamics
  • Focusing on Client Financial Values

    Knowing a client’s financial values we seek to offer wealth management strategies and solutions that align and amplify their values. Specifically we help clients form an accurate understanding of their financial needs both now and in years to come. We assist clients in recognizing how they can ably respond to their financial needs now to promote their comfort and financial well being. To facilitate smooth intergenerational wealth transfer we are able to coordinate financial seminars and family boot camps to promote the harmonious transmission of values between generations. All of our offerings place the human side of wealth at the forefront, for we believe in addressing the innate individuality of every client.

    The Chartered Retirement Planning Counselor(sm), CRPC® and Chartered Retirement Plans Specialist(sm), CRPS® are registered service marks of the College for Financial Planning.

    Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

    Meet the team

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    Daniel Dunn CIMA®

    Managing Director

    Private Wealth Senior Consultant

    212.680.5931

    212.680.5931

    daniel_b_dunn@ml.com

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    Jacob M. Dunn, CFP®, CRPC®, CRPS®

    Senior Vice President

    Private Wealth Advisor

    212.680.5930

    212.680.5930

    jacob_dunn@ml.com

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    Oxana Okrend

    Assistant Vice President

    Private Wealth Relationship Manager

    212.680.5932

    212.680.5932

    oxana.okrend@ml.com

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    Meet the team

    Daniel Dunn CIMA®

    Managing Director

    Private Wealth Senior Consultant

    212.680.5931

    212.680.5931

    daniel_b_dunn@ml.com

    Add to address book

    Read Bio

    Jacob M. Dunn, CFP®, CRPC®, CRPS®

    Senior Vice President

    Private Wealth Advisor

    212.680.5930

    212.680.5930

    jacob_dunn@ml.com

    Add to address book

    Read Bio

    Oxana Okrend

    Assistant Vice President

    Private Wealth Relationship Manager

    212.680.5932

    212.680.5932

    oxana.okrend@ml.com

    Add to address book

    Read Bio