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Thomas Dunn, Cima®,Cpfa Email & Phone Number

Location: Brownsville, Texas, United States 6 work roles 10 schools
1 work email found @clearpointadvisors.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@clearpointadvisors.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Managing Director
Location
Brownsville, Texas, United States
Company size

Who is Thomas Dunn, Cima®,Cpfa? Overview

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Quick answer

Thomas Dunn, Cima®,Cpfa is listed as Managing Director at https://www.clearpointadvisors.com/, a company with 49 employees, based in Brownsville, Texas, United States. AeroLeads shows a work email signal at clearpointadvisors.com and a matched LinkedIn profile for Thomas Dunn, Cima®,Cpfa.

Thomas Dunn, Cima®,Cpfa previously worked as Investment Advisor Representative at Private Advisor Group and Financial Advisor, First Vice President-Wealth Management at Merrill Lynch Wealth Management, Bank Of America Corporation. Thomas Dunn, Cima®,Cpfa holds Bachelor'S Degree, Business Management / Marketing from Saint Edward'S University.

Company email context

Email format at https://www.clearpointadvisors.com/

This section adds company-level context without repeating Thomas Dunn, Cima®,Cpfa's masked contact details.

*@clearpointadvisors.com
68% confidence

AeroLeads found 1 current-domain work email signal for Thomas Dunn, Cima®,Cpfa. Compare company email patterns before reaching out.

Profile bio

About Thomas Dunn, Cima®,Cpfa

Retirement Plan Group, 401K's, MEP's, Group Retirement Plans. Executive Compensation Plans to help recruit and retain the best team for your company. #ESOP#fiduciaryWe provide a comprehensive suite of retirement plan solutions, plan customization focused around your company's goals and risks. Fee-only, a client-first service mission with independent advice US Air Force-Veteran Owned BusinessPlease remember to contact Private Advisor Group, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Private Advisor Group, LLC effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. The information contained in this e-mail message is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify us immediately by e-mail, and delete the original

Current workplace

Thomas Dunn, Cima®,Cpfa's current company

Company context helps verify the profile and gives searchers a useful next step.

https://www.clearpointadvisors.com/
Https://Www.Clearpointadvisors.Com/
Managing Director
Brownsville, TX, US
Employees
49
AeroLeads page
6 roles

Thomas Dunn, Cima®,Cpfa work experience

A career timeline built from the work history available for this profile.

Managing Director

Https://Www.Clearpointadvisors.Com/

Brownsville, TX, US

Investment Advisor Representative

Current

Texas, United States

Private Advisor Group aims to be the best infrastructure support for hybrid independent advisors. By partnering with the largest independent broker-dealer, Private Advisor Group has the unique ability to provide exceptional compliance and supervisory oversight, high-touch customer service and an attractive economic model for its over 550 member advisors.

Mar 2014 - Present

Managing Director

Current
Https://Www.Clearpointadvisors.Com/

Rio Gande Valley And Houston

Providing Financial Clarity, IntegritySecurities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not.

Feb 2014 - Present

Financial Advisor, First Vice President-Wealth Management

Merrill Lynch Wealth Management, Bank Of America Corporation

Sales Manager Latin America Texas officesSyndicate CoordinatorAnnuity Specialist

Sep 1998 - Mar 2014

Honorable Discharge- Veteran

U.S Air Force

Texas Veteran

Oct 1976 - Oct 1980
Team & coworkers

Colleagues at https://www.clearpointadvisors.com/

Other employees you can reach at privateadvisorgroup.com. View company contacts for 49 employees →

10 education records

Thomas Dunn, Cima®,Cpfa education

Bachelor'S Degree, Business Management / Marketing

Saint Edward'S University

Certified Investment Management Analyst - Cima, Investment Theory And Portfolio Management, Certificate Cima

Activities and Societies: IMCA.ORG Member since 2008 Investment Management Consultants Association

Financial Planning Certificate, Financial Planning And Services, Satifactory Completion

Kaplan University Continuing Studies And Professional Studies

This coursework is required before attaining the CFP

Bachelors, Business, Management, Marketing, And Related Support Services

St. Edward'S University

Education record

University Of Texas

Post Grad Accounting Coursework

FAQ

Frequently asked questions about Thomas Dunn, Cima®,Cpfa

Quick answers generated from the profile data available on this page.

What company does Thomas Dunn, Cima®,Cpfa work for?

Thomas Dunn, Cima®,Cpfa works for https://www.clearpointadvisors.com/.

What is Thomas Dunn, Cima®,Cpfa's role at https://www.clearpointadvisors.com/?

Thomas Dunn, Cima®,Cpfa is listed as Managing Director at https://www.clearpointadvisors.com/.

What is Thomas Dunn, Cima®,Cpfa's email address?

AeroLeads has found 1 work email signal at @clearpointadvisors.com for Thomas Dunn, Cima®,Cpfa at https://www.clearpointadvisors.com/.

Where is Thomas Dunn, Cima®,Cpfa based?

Thomas Dunn, Cima®,Cpfa is based in Brownsville, Texas, United States while working with https://www.clearpointadvisors.com/.

What companies has Thomas Dunn, Cima®,Cpfa worked for?

Thomas Dunn, Cima®,Cpfa has worked for Https://Www.Clearpointadvisors.Com/, Private Advisor Group, Merrill Lynch Wealth Management, Bank Of America Corporation, U.S Air Force, and United States Air Force.

Who are Thomas Dunn, Cima®,Cpfa's colleagues at https://www.clearpointadvisors.com/?

Thomas Dunn, Cima®,Cpfa's colleagues at https://www.clearpointadvisors.com/ include Danielle Petrullo, Mark A. Morgan Jr, Cfp®, Cpfa®, Kent Schmidt, Patrick Sullivan, and Warren Gallagher Cfp®.

How can I contact Thomas Dunn, Cima®,Cpfa?

You can use AeroLeads to view verified contact signals for Thomas Dunn, Cima®,Cpfa at https://www.clearpointadvisors.com/, including work email, phone, and LinkedIn data when available.

What schools did Thomas Dunn, Cima®,Cpfa attend?

Thomas Dunn, Cima®,Cpfa holds Bachelor'S Degree, Business Management / Marketing from Saint Edward'S University.

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