Jacob M. Dunn
Jake is a Senior Vice President and a Private Wealth Advisor in the Private Banking and Investment Group at Merrill Lynch.
Jake graduated with a B.S. from the School of Hotel Administration at Cornell University in 2006 and has an extensive background in restaurants and in culinary arts. In 2008, Jake made the transition into the financial services industry, joining his father Danny Dunn.
Jake currently resides in Watertown, MA and works out of the Boston Private Bank office. His team is located in Bofa’s headquarters in New York City and he is in NY often.
Jake is extremely committed to continuing education and ensuring he is positioned to handle the needs and complexities of the ultra-high net worth market. He recently completed a rigorous internal accreditation process to become a Private Wealth Advisor and immediately enrolled and passed the Certified Private Wealth Advisor® designation offered by the Investments & Wealth Institute™. Jake also holds his CFP® designation along with multiple other specialized designations.
Jake was honored to be named to the Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” in 2017 and was ranked the #31 next gen advisor in the country and #7 next gen advisor in New York.