Clint Dunn
Partner & Chief Compliance Officer at Beaird Harris | Dallas, Texas, United States
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Clint Dunn serves as the Partner and Chief Compliance Officer at Beaird Harris, a distinguished Certified Public Accounting and fee-only Wealth Management Firm. Since joining the firm in 2007, Clint has played a pivotal role in shaping the compliance framework that underpins the firm’s commitment to integrity and transparency in financial services. His extensive expertise spans a wide array of specialties, including personal financial planning, retirement planning, and integrated wealth management, allowing him to navigate the complexities of the financial landscape with ease.
In his current role, Clint leads key projects that enhance client relations and operational efficiency, ensuring that Beaird Harris remains at the forefront of compliance and regulatory standards. His background in marketing has equipped him with a unique perspective on client communications, enabling him to effectively convey the firm’s value proposition while fostering strong, trust-based relationships with clients. Clint is particularly passionate about empowering clients to achieve their financial goals through comprehensive services such as portfolio survivability analysis, insurance needs analysis, and education funding strategies.
Under his leadership, Beaird Harris has successfully launched new products and services that align with the evolving needs of clients, demonstrating a commitment to innovation in wealth management. Clint’s dedication to continuous improvement and risk management not only safeguards the firm’s reputation but also enhances the overall client experience. As a thought leader in the industry, he remains focused on leveraging technology and operational best practices to drive sustainable growth and deliver exceptional value to clients navigating the intricacies of their financial journeys.
Partner & Chief Compliance Officer at Beaird Harris in January 2021 to Present
Director of Marketing and Communications & Wealth Manager at Beaird Harris in April 2015 to December 2020
Marketing Coordinator & Wealth Manager at Beaird Harris in January 2012 to April 2015
Marketing Coordinator & Financial Planner at Beaird Harris in September 2009 to January 2012
Marketing Coordinator & Operations at Beaird Harris in February 2008 to September 2009
Marketing Intern at Beaird Harris in July 2007 to February 2008
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Wealth Management
Personal Financial Planning
Strategic Financial Planning
Insurance
Investments
Wealth Management Services
Education Funding
Finance
Retirement Planning
Risk Management
Estate Planning
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Discover more about Beaird HarrisWhat is Clint Dunn email address?
Email Clint Dunn at [email protected] and [email protected]. This email is the most updated Clint Dunn email found in 2026.
What is Clint Dunn phone number?
Clint Dunn phone number is +16094727293 and +19072099094.
How to contact Clint Dunn?
To contact Clint Dunn send an email to [email protected] or [email protected]. If you want to call Clint Dunn try calling on +16094727293 and +19072099094. (updated on September 13, 2024)
What is Clint Dunn net worth?
Clint Dunn has an estimated net worth of $375,000 to $499,999
What company does Clint Dunn work for?
Clint Dunn works for Beaird Harris
What is Clint Dunn's role at Beaird Harris?
Clint Dunn is Partner & Chief Compliance Officer
What industry does Clint Dunn work in?
Clint Dunn works in the Financial Services industry.
Clint Dunn Email Addresses
Clint Dunn Phone Numbers
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