Darryl Dunn,

Developing financial plans with investment, estate planning and tax strategies enable clients to efficiently pursue their financial goals. Darryl’s experience focuses on serving high-net-worth and ultra-high-net-worth families and professionals, such as physicians, attorneys, and engineers - taking a detail-oriented approach by creating customized financial plans. Protective of his clients, he aims to help clients avoid the avaricious natures of Wall Street and serves in the best interest of clients. “Clients expect you to know your business, but they need to be confident you are doing what is best for them - and that you have their backs,” Darryl said.

Coaching clients to stay on track and be good stewards of their wealth is an important component to Darryl’s approach. He thinks ahead by answering questions clients should be asking. The end results? A customized financial planning experience with transparency and guidance in his work.

Darryl is a Certified Financial Planner^™ professional, the recognized standard of excellence in personal financial planning, as well as a Certified Private Wealth Advisor^®. This combination gives Darryl specialized knowledge in behavioral finance, family dynamics, risk management, estate planning, tax planning, wealth transfer strategies, and investment management.

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

Investing involves risk and you may incur a profit or loss regardless of strategy selected.