Managing Director, Client Advisory Team
Jeff Dunn, CFP®, is a Managing Director on the Client Advisory Team. He serves as a senior advisor, primary contact, and coordinator for all private wealth management client services. Jeff provides the comprehensive financial planning and oversight process for clients by identifying, implementing, and monitoring strategies that help meet each client’s investment, financial, charitable, family legacy, and wealth-transfer goals.
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.