Let's move forward. Together.

Eric Dunn

Senior Vice President–Wealth Management

Financial Advisor

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.

 

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • The University of Florida, B.S. degree with a major in Finance

Credentials

  • Wealth Advisor
  • Portfolio Manager
  • Accredited Asset Management Specialist
  • Certified Private Wealth Advisor
1819 Main Street
Suite 900
Sarasota, FL 34236

Email Me

eric.dunn@ubs.com
Eric Dunn
1819 Main Street,Sarasota,FL,34236

Alfred Caliendo

First Vice President–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

1819 Main Street
Suite 900
Sarasota, FL 34236

Email Me

alfred.caliendo@ubs.com
Alfred Caliendo
1819 Main Street,Sarasota,FL,34236

Deborah Langer

Client Associate

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • VA
  • WA
  • WY
1819 Main Street
Suite 900
Sarasota, FL 34236

Email Me

dee.langer@ubs.com
Deborah Langer
1819 Main Street,Sarasota,FL,34236

Coty Schade

Wealth Management Associate

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.

Registered States:
  • CT
  • FL
  • IL
  • MT
  • NM
  • NV
  • NY
  • SC
  • VA
1819 Main Street
Suite 900
Sarasota, FL 34236

Email Me

coty.schade@ubs.com
Coty Schade
1819 Main Street,Sarasota,FL,34236