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 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 the former President and now Master Sponsor 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.

Dunnavant, Baird & Associates has been named to the Forbes "Best-in-State Wealth Management Teams" list, for 2024 and 2023. Published annually in January. Rankings based on data as of March 31 of prior year.
*Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.