Eric Dunner, CFP®, JD

8000 Towers Crescent Dr Suite 1450
Vienna, Virginia 22182-6200
11810 Grand Park Ave 11810 Grand Park Ave #500
Rockville, Maryland 20852-8677

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Eric applies his passion for learning and problem solving in his role as Vice President and Client Advisor at Glassman Wealth. For Eric, an important aspect of solving problems for clients is having the right tools and applying them in a way that provides positive outcomes for them and their families. He enjoys working closely with clients, listening to their questions, anticipating their needs, and helping to make the management of their financial lives easier.

Having a CFP® and a law degree, Eric brings a unique skill set and perspective to his role. He draws on this knowledge when creating financial plans that consider which estate planning strategies our clients should consider. Eric also thrives on working with executives on equity compensation packages as this requires careful planning taking into account tax strategies, valuation and risk analysis, and advanced investment planning. These distinct, yet complimentary, tools make him a powerful resource for the Glassman Wealth team as they work together to deliver financial advice and strategies to clients and their families.

Eric also leads the firm’s research into corporate retirement plans and helps steer the internal investment committee to provide research and due diligence on current and prospective investment strategies.