Forrest E. Dunn,CRPC Senior Financial Advisor in the Global Wealth Management Division of Merrill Lynch at the Germantown office. Insisting on understanding the specific situations and goals of the clients he works with, Forrest endeavors to establish deep and valued relationships. He works with individuals, senior-level executives, business owners and professionals. Forrest provides financial and investment strategies along with crafting a custom built portfolio for each client. His philosophy is centered around the client, looking at the big picture and focusing on client's goals and aspirations. Client satisfaction and the ongoing ability to track progress against each stated goal are the primary business objectives of Forrest's process. Regardless of their chosen profession, clients who have attained a significant level of wealth require sophisticated financial strategies to protect their future. Forrest's proactive management approach, combined with a service focus that revolves around sharing their clients' passions, help clients realize maximum benefits from their Merrill Lynch relationship. And, as their financial lives become simpler, the pressures clients experience in their daily lives become more manageable. Education Forrest graduated from the University of Memphis with a Bachelor in Finance focused towards portfolio management. He joined Merrill Lynch in 2005. He currently hold Series 7, Series 66 FINRA registrations, and Insurance license in Life, Health, and Variable Annuities. He has also earned the certification of Chartered Retirement Planning Counselor"SM through The College for Financial Planning. Forrest is the current President of the local BNI Chapter, Giver's Gain in Germantown. Chartered Retirement Planning CounselorSM and CRPC are registered service marks of the College for Financial Planning