Thomas Dunn

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

Contact Me
Thomas Dunn

MY MISSION STATEMENT

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.

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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.

Investing

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

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

Family

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

Retirement

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

Philanthropy

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.

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CRC 1369093   12/15

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