Insight-based advice

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.

Older engineer tablet

Elma Dunn, CRPC

Account Vice President

Financial Advisor

Elma Dunn has been an Account Vice President - Wealth Management at UBS Financial Services Inc. since 2012. Prior to joining to UBS, Elma worked as a Customer Service Associate at Tucker-Anthony from 1989 to 2002. While at Tucker-Anthony, Elma exercised her skills successfully, and was promoted to a Financial Advisor in 1992. After Tucker-Anthony, Elma began working at Janney Montgomery Scott as a Financial Advisor from 2002 until 2012. Elma has earned her series 7, 63, 65, and 66 licenses, and as well as her life insurance license, health insurance license, and annuity insurance licenses. Elma lives in West Haven, CT and has 3 children and 3 grandchildren; Bryan, Amber, and Maggie.

Elma obtained the Chartered Retirement Plan Counselor designation (CRPC®) in 2011, which is a classification of individuals who specialize in creating, implementing, and maintaining retirement plans. Elma focuses on helping retirees and people transitioning from their working years to their retirement years. Elma has extensive experience in asset allocation, fixed income planning, and helping people with transitioning 401(k) assets upon retirement. Elma wants to understand your history, the values that inspire you, and of course, where you want your wealth to take you in retirement. Keeping those insights in mind, Elma will partner as your personal advocate to develop strategies that work in concert with one another to help fulfill your retirement goals.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • IL
  • MA
  • MD
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • VA
  • WA

Credentials

  • Chartered Retirement Planning Counselor
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510
  • (203) 498-3314

Email Me

The Year Ahead - Sustainable Investing

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights