Brent Dunn

Brent Dunn, CKA®, CFP®

Sr. Private Wealth Advisor
Indianapolis, IN
brent.dunn@bluetrust.com
(317) 582.5102
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Brent Dunn is a Sr. Private Wealth Advisor for the Private Wealth division of Blue Trust. He is responsible for providing direction and leadership to the company’s Indianapolis office.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Brent uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Brent and his team integrate
financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Brent served as Sr. Consultant with Renaissance, a firm specializing in charitable trusts and foundations. During that time, he helped financial planners, estate planning attorneys, and other professional advisors design and implement over 1,000 charitable trusts and other charitable planning tools, improving their clients’ financial plans and estate plans. In 2015, he co-founded Crosspoint Wealth Advisors.

Brent graduated with a degree in Finance from Indiana University in 1980.

An active member of Kingdom Advisors, Brent has held the CKA designation since 2017 (Certified Kingdom Advisor®). He also leads Kingdom Advisor study groups and coordinates educational events for the professional advisory community.

Brent and his family are active in their local church and other community organizations in Fishers, Indiana.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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