Merrill Lynch Lake Nona

About Us

C.R. brings more than 20 years of experience in the financial industry to help clients and their family with their financial goals. He is a founding partner in Dunnavant Baird & Associates, a wealth management team at Merrill Lynch with simple goals. “We strive to manage risk and maximize returns based on the risk tolerance”. As advisors we believe managing both sides of the balance sheet is imperative to achieving financial success.

Dunnavant Baird & Associates offers wealth management strategies and necessary guidance to help manage your investable assets. The cornerstone of our