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Financial services

Financial Planning That Goes Beyond Numbers: The Career of Ray Dunlap Jr.

Strategic Insights

— 2 min read

Ray Dunlap Jr. is a respected financial adviser with a career spanning over 40 years in the financial services industry. Through his dedication and commitment to his clients, he has built a reputation for exceptional service and impressive results. Dunlap's career trajectory has been marked by significant milestones, from his early days as a history major at St. John Fisher University to his current role as the chief executive officer of Dunlap & Associates Wealth Management.

Key Takeaways:

  • Dunlap has worked in the financial services industry for over 40 years, accumulating profound expertise in financial planning and providing exceptional service to his clients through his firm, Dunlap & Associates Wealth Management.
  • He was included in the Marquis Who's Who listing of influential professionals, recognizing his contributions to his field.
  • Before entering the financial industry, Dunlap earned a Bachelor of Arts in history from St. John Fisher University (1976) and a Master of Business Administration in marketing from the University of South Florida (1980).
  • Dunlap worked at notable firms, including William R. Hough & Company, Morgan Stanley, and Lincoln Financial Advisors, where he held positions such as partner, vice president of investments, and regional director of financial planning.
  • He founded Dunlap & Associates Wealth Management in 1999, which he currently leads as chief executive officer, overseeing a team of advisers and staff members, serving over 400 families, and managing $195 million in assets for clients.
  • Dunlap emphasizes the importance of building lasting relationships with clients, stating that this approach has driven the firm's success and fueled its reputation for exceptional service.
  • As a Five Star Wealth Manager, Dunlap has demonstrated his exceptional service to his clients and success in leading his firm, and he has been included in the Marquis Who's Who listing of influential professionals.
  • He plans to transition the leadership of Dunlap & Associates Wealth Management to his successor while continuing to write monthly blogs and newsletters, speak at public events, and visit older clients in their homes.

Statistics:

  • Dunlap has over 40 years of experience in the financial services industry.
  • His firm, Dunlap & Associates Wealth Management, serves more than 400 families.
  • The firm manages $195 million in assets for clients.
  • Dunlap has been included in the Marquis Who's Who listing of influential professionals.
  • He was a Five Star Wealth Manager in 2021 as recognized by Atlanta Magazine.

Sources:

  • (https://www.linkedin.com/in/raydunlap/)
  • Dunlap's inclusion in the Marquis Who's Who listing of influential professionals.
  • St. John Fisher University.
  • University of South Florida.
  • William R. Hough & Company.
  • Morgan Stanley.
  • Lincoln Financial Advisors.
  • Dunlap & Associates Wealth Management.
  • Atlanta Magazine.
  • Grit Daily News.

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