Thomas Dunn

CFP, CRPC, Vice President, Financial Advisor, Financial Planning Specialist

Contact Me
Thomas Dunn


Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

Tom joined Morgan Stanley in 2000 and brings with him 24 years of experience in the Financial Services industry. As a Vice President and Financial Advisor, Tom strives to help clients achieve their financial goals by providing them with a vast array of resources, in a way that is most appropriate for their investment needs. He is dedicated to working with his clients to both preserve and grow their wealth. 

Tom has obtained his CERTIFIED FINANCIAL PLANNER™ designation, which is considered the recognized standard of excellence for competent and ethical personal financial planning. He earned his Bachelor of Science from the University of Scranton. 

Tom currently resides in Huntington, Long Island with his loving wife Deanna and three sons, Tommy, Brady & Connor. He takes pride in his community involvement, which includes acting as Board member of Syosset Baseball Association, as well as assisting in administrating the Syosset Soccer Club. Tom is also active as Board President of St. Edward the Confessor School. He is actively involved with the American Arthritis Foundation, Children's Cancer Society, American Cancer Society and the Greater Long Island Running Club.  In his free time, Tom also enjoys running, reading and coaching both soccer and baseball for his three sons.

Access to Private Banking >

Services Include

  • Qualified Retirement Plans
  • Wealth Management
  • Asset Management
  • Retirement Planning
  • Alternative Investments
  • Business Planning
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds

Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1301112

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Thomas Dunn today.

Dow    -500.92


Nasdaq    -144.24


S&P 500    -47.83

Market Information Delayed 20 Minutes

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Awards Disclosures