Clint Dunn serves as the Partner and Chief Compliance Officer at Beaird Harris, a distinguished Certified Public Accounting and fee-only Wealth Management Firm. Since joining the firm in 2007, Clint has played a pivotal role in shaping the compliance framework that underpins the firm’s commitment...
Clint Dunn serves as the Partner and Chief Compliance Officer at Beaird Harris, a distinguished Certified Public Accounting and fee-only Wealth Management Firm. Since joining the firm in 2007, Clint has played a pivotal role in shaping the compliance framework that underpins the firm’s commitment to integrity and transparency in financial services. His extensive expertise spans a wide array of specialties, including personal financial planning, retirement planning, and integrated wealth management, allowing him to navigate the complexities of the financial landscape with ease.
In his current role, Clint leads key projects that enhance client relations and operational efficiency, ensuring that Beaird Harris remains at the forefront of compliance and regulatory standards. His background in marketing has equipped him with a unique perspective on client communications, enabling him to effectively convey the firm’s value proposition while fostering strong, trust-based relationships with clients. Clint is particularly passionate about empowering clients to achieve their financial goals through comprehensive services such as portfolio survivability analysis, insurance needs analysis, and education funding strategies.
Under his leadership, Beaird Harris has successfully launched new products and services that align with the evolving needs of clients, demonstrating a commitment to innovation in wealth management. Clint’s dedication to continuous improvement and risk management not only safeguards the firm’s reputation but also enhances the overall client experience. As a thought leader in the industry, he remains focused on leveraging technology and operational best practices to drive sustainable growth and deliver exceptional value to clients navigating the intricacies of their financial journeys.
