Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC®

Senior Vice President, Financial Advisor at Morgan Stanley.
NMLS#: 1301112
For more information please visit my website.

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Art can represent a significant share of your personal wealth. Let's discuss how art indices can offer some insight into the value of what you own. https://t.co/3EGfFAGuZC

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Today we honor the memory and legacy of Dr. Martin Luther King, Jr. His vision of equality, hope and progress continues to inspire us and future generations.

#MLKDay

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Knowing how to get started in climate philanthropy can be a challenge. Read about five ways to approach climate giving, and let's discuss how I can help you maximize your efforts. https://t.co/MUTwzDNwrB

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Discover how improved market conditions, including the heightened interest rate environment, are reshaping single family office compensation in Morgan Stanley's latest report.
https://t.co/9caR6mOwsD

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Often times we spend more time during the day with the people that we work with. I am proud to say that I have a great "work family" that I get to work with each and every day to help our clients accomplish their long term goals. We wish you a happy New Year!

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

@musk_news13 1

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Wishing you a festive holiday season and hope you enjoy this time of peace and happiness with your loved ones!

#FoundersGroup #Holidays

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Wishing you and your loved ones a wonderful Thanksgiving filled with great food and company!

#Thanksgiving #FoundersGroup

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

The federal lifetime gift and estate tax exemption could halve in 2026. For some, early gifting could be a beneficial strategy. Let me know if you'd like to learn more. https://t.co/wLF9VqgzW5

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Understand how specific trust strategies and the management of lifetime gifts can help you maximize your federal estate tax efficiency. Learn more through the Morgan Stanley Wealth and Estate Planning Video Series.
https://t.co/IbjlVeHPe5

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Explore the different types of irrevocable trusts and the benefits of each in relation to your estate planning. Learn more through the Morgan Stanley Wealth and Estate Planning Video Series.
https://t.co/t2CuNljBtL

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

On this day, we remember the events of September 11, 2001 and the lives that were forever changed. We honor their memory and stand united in reflection and hope.

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Please welcome our newest team member, Lindsey Ahl! Head over to our website and check out her bio. https://t.co/AYHHbm0VEA

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Discover the basic concepts of investing, so you can build your financial confidence and make it easier to make informed decisions about creating and managing your wealth. Learn more and explore other wealth education insights here: https://t.co/zIQwvCAIVN

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets. https://t.co/sGyLDpje1n

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets. https://t.co/qj3H21sj3G

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets. https://t.co/d2vWbDajBF

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

With weight loss drugs starting to change the way obesity is treated, implications for the food industry and related sectors are far-reaching. Find out more in On the Markets: https://t.co/2XMQrL5Qkx

[Thomas J. Dunn, CFP®, CPWA®, CRPC®, QPFC® @thomasdunnms]

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success. https://t.co/o9CU2JPsuS