Robert Dunn bio headshot
Robert Dunn Director

786-532-1573 /

Robert has been serving the financial needs of professionals, corporations and business owners for more than 30 years. While focusing his business on his clients’ individual financial objectives, Robert strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. It is this comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Robert apart.

Robert is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Based on what he learns about you and your goals and an analysis of the current financial markets, Robert designs a customized investment portfolio based on recommendations made solely with your best interest in mind. Robert works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial strategies using portfolio management, retirement planning, estate planning and more.

Robert began his career in financial services in 1988 and prior to joining Alex. Brown in 2021, he worked for Merrill Lynch, Bank von Ernst, Bankers Trust and Wells Fargo Advisors.

A native of Caracas, Venezuela, Robert graduated from Lehigh University with a Bachelor of Science in Industrial Engineering. When not working, Robert enjoys riding his bike and spending time in Montana.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.