Merrill Lynch Lake Nona
Financial & Investment Services
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 approach is to develop a thorough understanding of your objectives and construct a customized wealth management strategy tailored specifically to your circumstance.
Over the past 20 years, we have worked closely with many individuals and business owners, developing a keen understanding of their unique needs and gaining valuable insight into their goals and objectives. Merrill Lynch has many specialized areas of expertise that helps clients succeed. Our firm can maximize your company’s worth with investment banking recommendations such as M&A transactions, capital-raising, financial restructuring and divestitures that include the underwriting of equity and debt.
C. R. is President of LAKE NONA YOUTH SPORTS a 501(c)3 Non Profit organization dedicated to providing youth sports to the community such as Football, Cheer, Wrestling and Lacrosse. They are supported through volunteers and business leaders in the community.