Verified recordFinancial Services

Ted Dunham

Senior Financial Advisor, Vice President at Merrill Lynch

Based in Gilbert, United States

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Seniority

Department

Finance & Accounting

Location

Gilbert

Industry

Financial Services

Company size

35K

Contact information

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t•••••••@ml.com

Phone

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Background

About Ted Dunham

What I Do: Since 1987, I have been providing affluent families' financial advice designed to grow, preserve and transfer wealth. Professionally, I Help Investors Answer 3 Questions: 1. How can I measure the probability of my portfolio's reaching my personal financial goals? What are the risks my current portfolio is vulnerable to? Where can I invest to navigate today's economic change and use it to my advantage? Connect With Me For- Goals-based wealth management - Retirement accumulation & income planning strategies - Executing philanthropic or legacy goals - Portfolio risk analysis Professional Highlights- 34 years of experience provides a unique perspective on wealth management - Serving a select group of clients across 15 states. Getting to Know Me: I enjoy playing & coaching ice hockey; vintage automobiles; travel; family history; writing & reading. I have four children and live in Mesa with my wife Juli.

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