Thomas J. Dunn, CFP CRPC Vice President Financial Advisor at Morgan Stanley

08/12/2026

It was such a pleasure having our summer interns with us this year!

Thank you all for your hard work, enthusiasm, and meaningful contributions throughout the program.

We are grateful for the energy you brought to the team and wish you continued success as you head back to school!

02/25/2026

Art can represent a significant share of your personal wealth. Let's discuss how art indices can offer some insight into the value of what you own. https://livesocial.seismic.com/aVRGvf

01/19/2026

Today we honor the memory and legacy of Dr. Martin Luther King, Jr. His vision of equality, hope and progress continues to inspire us and future generations.

01/02/2026

Knowing how to get started in climate philanthropy can be a challenge. Read about five ways to approach climate giving, and let's discuss how I can help you maximize your efforts.

morganstanley.com

01/01/2026

Discover how improved market conditions, including the heightened interest rate environment, are reshaping single family office compensation in Morgan Stanley's latest report.
http://www.morganstanley.com/articles/single-family-office-compensation?ET_MID=noloc&ET_MID=nomsai

12/31/2025

Often times we spend more time during the day with the people that we work with. I am proud to say that I have a great "work family" that I get to work with each and every day to help our clients accomplish their long term goals. So from our family to yours, we wish you a happy, healthy and prosperous New Year to come!

09/11/2025

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

11/05/2024

The federal lifetime gift and estate tax exemption could halve in 2026. For some, early gifting could be a beneficial strategy. Let me know if you'd like to learn more.

morganstanley.com

10/17/2024

Understand how specific trust strategies and the management of lifetime gifts can help you maximize your federal estate tax efficiency. Learn more through the Morgan Stanley Wealth and Estate Planning Video Series.
https://livesocial.seismic.com/amEZkU

10/03/2024

Explore the different types of irrevocable trusts and the benefits of each in relation to your estate planning. Learn more through the Morgan Stanley Wealth and Estate Planning Video Series.
https://livesocial.seismic.com/aV2hr5