Merrill Lynch Financial Advisor Timothy Dunn

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Timothy Dunn is a financial advisor based in Lexington, Kentucky, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA), and Chartered Investment Management Analyst (CIMA), he provides comprehensive financial planning services. Timothy serves individuals and families seeking to enhance their financial well-being through personalized investment management and strategic planning.

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