Occupation: Founder and Chief Executive Officer
Company: Dunlap & Associates Wealth Management
Born: Rochester, New York
Education:
MBA in Marketing, University of South Florida (1980)
BA in History, St. John Fisher University (1976)
Certifications:
Certified Financial Planner, College for Financial Planning (1990); Accredited Investment Fiduciary
Career:
Founder, Chief Executive Officer, Dunlap & Associates Wealth Management (1999-Present)
Regional Director of Financial Planning, Lincoln Financial Advisors (1996-1999)
Vice President of Investments, Morgan Stanley (1993-1995)
Partner, Vice President of Investments, William R. Hough & Company (1984-1993)
Career Related:
Professional Pianist, Various Piano Bars in Rochester, New York, and at Over 100 Wedding Receptions (Over 50 Years)
Civic:
Sponsor, Various Charities, Including Food Banks for Families in Need in Local Communities; Donor, Holiday Pies for Families/Clients Who Bring Donations Through Dunlap & Associates Wealth Management
Achievements:
For the last three years, Dunlap & Associates Wealth Management has been the largest contributor to a local charity through donations and sponsorships. Additionally, Mr. Dunlap played at Carnegie Hall at 16 as part of a State Piano Competition.
Awards:
Honoree, Five-Star Wealth Manager, Atlanta Magazine (2021); Honoree, Winner, Regional High School Piano Competition, Rochester, NY
Memberships:
Member, Financial Planning Association
Family:
Married
Five Children
Six Grandchildren
Hobbies:
Playing the Piano; Baseball; Cooking