Thomas Dunn

Thomas Dunn, CIMA®, CPFA, is an experienced Investment Advisor Representative at Private Advisor Group since March 2014, where the focus is on supporting hybrid independent advisors with exceptional compliance, supervisory oversight, and customer service. In addition, Thomas serves as Managing Director at ClearPoint Advisors since February 2014, emphasizing financial clarity and integrity. Prior to these roles, Thomas was a Financial Advisor and First Vice President of Wealth Management at Merrill Lynch Wealth Management from September 1998 to March 2014, overseeing operations as Sales Manager for Latin America and serving as a Syndicate Coordinator and Annuity Specialist. Thomas's military background includes an honorable discharge from the U.S. Air Force. Academically, Thomas holds a Bachelor's Degree in Business Management/Marketing from Saint Edward's University and has obtained multiple CIMA designations through The Wharton School and Wharton Executive Education, highlighting a commitment to investment management expertise.