Clint Dunn is a Partner at Beaird Harris Wealth Management and serves as Chief Compliance Officer. He is also a leader in Communications, Experiences, and Technology across both our Tax and Wealth Management practices.
Clint joined Beaird Harris Wealth Management in 2007 and was originally responsible for marketing. Early on, he witnessed the deep-seeded passion the team had for empowering clients to live more meaningful lives by helping them navigate the sometimes-murky waters of the financial services industry and the ever-changing tax landscape.
Often referred to as “The Rover,” Clint has served in various roles at the firm including Marketing, Communications, Recruiting, Client Services, Operations, Financial Planning, and Wealth Management. He’s also served on the Client Experience, Communications, Compliance, Enterprise Integration, Investment, Social, Technology, and Training Committees.
Through each of these interactions, Clint has developed an appreciation for how each function and department plays an integral part in the success of the firm, our team, and our clients, which ultimately sparked an unfettered enthusiasm in him for both the client and team member experiences.
Clint is in constant pursuit of enhancing the Beaird Harris experience, for clients and team members alike. He works to ensure that the Beaird Harris brand embodies the firm’s vision and values, that clients and prospective clients enthusiastically engage, and the culture is such that team members can thrive. He is passionate about delivering innovative and intuitive solutions and works to ensure enthusiasm, adoption, and consistency across the Beaird Harris brand, highlighting the warmth, passion, and forward-thinking approach we bring to tax and wealth management.
Clint is a Certified Financial Planner™ professional, Investment Adviser Certified Compliance Professional®, licensed Investment Advisory Representative and a member of the Financial Planning Association of Dallas/Fort Worth. He also participates in Dimensional Fund Advisor’s, Zero Alpha Group’s and Emigrant Partners’ CMO and CCO Forums.
Clint earned a BBA in Marketing with emphasis in Branding and a Certificate in New Product Development from the University of North Texas in 2007. In addition, he completed the Certificate Program in Financial Planning at Southern Methodist University in 2011. And, the Investment Adviser Certified Compliance Professional program co-sponsored by the Investment Adviser Association and National Regulatory Services in 2022.