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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pensive Man On Boat

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Eric N. Dunn Profile Photo

    Eric Dunn

    First Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    As the Branch Manager of the Sarasota office, Eric brings a lifetime of experience and knowledge, which helps him to be a thoughtful, caring and enthusiastic leader. For 30 years, Eric has been earning the trust of his clients with a comprehensive holistic approach to wealth management.

    Eric's attention to detail and focus helps him advise his clients on the many facets of wealth, financial and estate planning, utilizing disciplined Planning and Allocation Strategies. Having knowledge of the unique and complex issues facing today's business owner and their families, Eric works with business owners on exit, succession and transfer planning.

    His four years of service in the United States Marine Corps is where he learned invaluable leadership skills and discipline. Eric settled in Sarasota in 1970, and has been an active member of the community ever since. He volunteers with the Take Stock in Children Program, which provides a four-year college education for at-risk youths in the Sarasota Community.

    Eric and his wife Moira have been active members in The Church of the Palms, participating in youth group leadership and as mission leaders. Eric is past elder of the church. Eric and Moira have been avid sports spectators, watching their three girls compete on both high school and travel teams (softball, X-country, volleyball, soccer, track and lacrosse). Eric is a Master class sporting clays competitor.

     

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • The University of Florida, B.S. degree with a major in Finance
    • Wealth Advisor
    • Portfolio Manager
    • Accredited Asset Management Specialist℠
    • Certified Private Wealth Advisor
    1819 Main Street
    Suite 900
    Sarasota, FL 34236
  • Alfred Caliendo Profile Photo

    Alfred Caliendo

    First Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Al Caliendo has more than 36 years of wealth management experience. As a member of The Dunn-Caliendo Wealth Management Group, he is very knowledgeable about the financial markets, economic conditions and investment strategies. He is a research enthusiast that spends his time reading the Wall Street Journal, Barron's, and UBS Publications to educate and inform his clients of new opportunities. He holds life insurance and variable annuity licenses.

    He earned his B.S. in Marketing and Management from Duquesne University. Al and his wife have lived in Florida for over 36 years.  They have one son.

    They love to travel and cruise.

          1819 Main Street
          Suite 900
          Sarasota, FL 34236
        • Dee Langer Profile Photo

          Deborah Langer

          Client Associate

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          • AR
          • AZ
          • CA
          • CT
          • FL
          • GA
          • IL
          • IN
          • KY
          • MA
          • NC
          • NY
          • OH
          • PA
          • SC
          • TN
          • VA
          • WA

          Dee oversees client administration for The Dunn-Caliendo Wealth Management Group. She has earned her Series 7 and 66 licenses. Dee has more than 17 years experience in the financial services industry. She lives in Sarasota and has two children and four grandchildren.

                1819 Main Street
                Suite 900
                Sarasota, FL 34236
              • Coty Maree Schade Profile Photo

                Coty Schade

                Wealth Management Associate

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                • CT
                • FL
                • IL
                • MT
                • NM
                • NV
                • NY
                • SC
                • VA

                Coty oversees client administration for The Dunn-Caliendo Wealth Management Group. She has earned her Series 7 and 66 licenses. Coty has more than 3 years' experience in the financial services industry. She received a B.S. in Psychology from the University of Southern Mississippi.

                      1819 Main Street
                      Suite 900
                      Sarasota, FL 34236

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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                    As of 06/30/2022

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