Michael R. Dunn, ChFC®, CLU® in

Michael R. Dunn, ChFC®, CLU®

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Vice President at Merrill Edge
📍 Warwick, Rhode Island, United States

Michael is a seasoned financial services executive with extensive international experience as a Vice President at Merrill. His background includes leadership roles in Europe, Asia, and the Middle East, with a proven track record in market entry, alternative distribution, and asset management. He is a graduate of The Johns Hopkins University.

Outside of his professional life, Michael is a family man who has lived abroad in locations like Bermuda and the UK. He is an engaged alumnus of his university, actively encouraging philanthropic support for the Johns Hopkins community.

He was a perennial Council qualifier during his time at NYLIFE Securities, a notable professional achievement.

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Experience
18 Years
Current Role
Vice President
Location
Warwick, Rhode Island, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

International Business Development
Has extensive experience in market entry and business development across the US, Asia, the Middle East, UK, Europe, and Bermuda.
Wealth Management
His practice focuses on investment management, retirement, elder and estate planning, and insurance planning for a diverse client base.
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Career

Work history

2-2021 - 10-2024
Vice President
Merrill Edge
7-2017 - 1-2021
Assistant Vice President
Merrill Edge
1-2010 - 7-2017
Registered Representative
NYLIFE Securities LLC
4-2010 - 6-2017
Investment Advisor Representative
Eagle Strategies, LLC (New York Life Company)
student/Alumnus
The American College
In the press

Media appearances

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Education
1966 - 1972
BA
The Johns Hopkins University
CFP
College for Financial Planning
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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