Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Brianna Dunn is a Financial Advisor at Merrill Lynch Wealth Management with four years of experience in the industry and at the firm. She specializes in working with professionals and high-net-worth families, particularly during significant life transitions, to develop clear financial roadmaps that align with their personal goals. Her areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, individual and corporate investment strategy, and tax minimization.
Brianna holds a Bachelor’s Degree from Texas Christian University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is also involved with the LEAD for Women Bay Area Chapter. Committed to offering a personalized and approachable client experience, Brianna works alongside her father and a team of professionals to deliver tailored financial planning services.
Outside of her professional role, Brianna enjoys camping, pickleball, skiing, traveling, and spending time with her family. She also takes part in attending local concerts and comedy shows, as well as outdoor activities such as riding her dirt bike in the mountains.
Bank of America, N.A.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2021 - Present (5 years)
Client Associate
2021 - 2022 (1 year)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2020 - 2020 (1 year)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - 2019 (1 year)
Texas Christian University
2018 - 2022 (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2018 - 2018 (1 year)
Carondelet High School
2014 - 2018 (4 years)
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