Jeffrey Dunn is a North Texas native and a graduate of the University of North Texas. He is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years in the financial services industry and a strong focus in Behavioral Finance, Financial Planning and Portfolio Management.
Before Joining Smith Anglin, Jeff worked at Fisher Investments as a Senior Investment Advisor catering to high-net worth clients. Prior to that, he worked at TIAA specializing in brokerage trading and high-net worth service. His first job out of college was with J.P. Morgan Chase focusing on mortgage service assisting, with foreclosure alternatives from the financial crisis of 2008. He also has a Graduate Finance Certificate from Southern Methodist University and is actively pursuing a Certified Financial Planner designation (CFP).
Outside of the office, Jeff spends much of his time with his wonderful wife, Elizabeth and their two young sons. He stays active in professional organizations throughout the community volunteering and also enjoys the arts. In his spare time, he enjoys staying active and outdoors whenever possible; hiking, paddle boarding, snowboarding and swimming.
“Managing through life’s uncertainty can be challenging enough. I have a passion for understanding the markets and building a plan for how to properly navigate through that uncertainty. I thoroughly enjoy educating clients on ways to make their financial dreams a reality and I take pride in our ability to customize these plans for the good and bad surprises life will bring.”
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14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
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About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org