Clint Dunn joined Beaird Harris in 2007 and currently serves as a Wealth Manager and the Director of Marketing & Communications.
In an advisor capacity, Clint specializes in working with high net worth individuals, families and businesses, with a particular emphasis in the healthcare industry. He guides clients through financial decisions, educating them on their investments, estate plans, insurance policies and employee benefits, and works with clients to develop and implement their financial plans. He also works with various retirement plans providing ongoing support to plan sponsors and participants.
As the Director of Marketing and Communications, Clint leads the Marketing Committee at Beaird Harris and is the firm's liaison to Zero Alpha Group's Marketing Committee, where he currently serves in a leadership capacity. At Beaird Harris, he is responsible for brand awareness and also oversees all marketing and communications efforts including oversight of the firm's websites, CRM and a variety of other projects.
Clint is a Certified Financial Planner™ professional, licensed Investment Advisory Representative and a member of the Financial Planning Association of Dallas/Fort Worth. He earned a Bachelor of Business Administration in Marketing with emphasis in Branding and New Product Development from the University of North Texas in 2007. In addition, Clint completed the Certificate Program in Financial Planning at Southern Methodist University in 2011 with coursework including insurance, retirement planning, employee benefits, investments, income taxation, and estate planning.