Director, Client Advisory Team
Jeff Dunn, CFP®, is a Director on the Client Advisory Team. He serves as a primary advisor and works closely with wealthy families to navigate all things financial. By creating a customized approach based on client goals, he coordinates a wide range of services to manage, sustain, and grow wealth while sustaining a family’s identity and character.
Prior to joining Tolleson Wealth Management in 2015, Jeff worked as a Vice President and Private Banker for JP Morgan Private Bank and Assistant Vice President for Bernstein Private Wealth Management. Before his career in financial services, Jeff served in the United States Air Force.
Jeff earned a degree in Business Administration from Texas A&M University and a master’s degree in Management and Leadership from Webster University. He is a CERTIFIED FINANCIAL PLANNER practitioner. In his free time, Jeff enjoys playing guitar and spending time with his wife and their four children.