Associate Wealth Advisor
Current
Sep 2024 - Present
AeroLeads people directory · profile
Jane Dunlap Email & Phone Number
Associate Wealth Advisor
at
Covenant Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Wealth Advisor
Location
Winston-Salem, North Carolina, United States
Who is Jane Dunlap? Overview
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Quick answer
Jane Dunlap is listed as Associate Wealth Advisor at Covenant Wealth Management, based in Winston-Salem, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Jane Dunlap.
Jane Dunlap previously worked as Client Relationship Manager at Covenant Wealth Management and NEXUS Peer Financial Coach at Nexus Peer Financial Coaching. Jane Dunlap holds Bachelor Of Science - Bs, Financial Planning from Calvin University.
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Email format at Covenant Wealth Management
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Covenant Wealth Management
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Profile bio
About Jane Dunlap
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
Jane Dunlap's current company
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8 roles
Jane Dunlap work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Jun 2024 - Sep 2024
Nexus Peer Financial Coach
Aug 2022 - May 2024
Customer Service Associate (Teller)
Proficient in cash handling, transactions, and maintaining meticulous records to ensure compliance. Committed to providing excellent customer service, addressing inquiries, and guiding clients to financial solutions. Known for precision in every transaction and thriving in fast-paced, collaborative environments and adapt to changing priorities.
May 2023 - Aug 2023
Financial Analyst
Sep 2022 - May 2023
Summer Intern
During my internship at hemming& Wealth Management I learned the difference that a financial advisor can make in the lives of their clients. Financial advisors are there to comfort clients and to help them make prudent decisions during stressful times of economic downturn. Advisors also use many methods to make the most of out of financially prosperous times for their clients. Emotions can run high when it comes to finances and I am now better equipped to empathizes with and guide clients so that they can reach their goals.
May 2022 - Aug 2022
Team Member
Worked front of house and drive through window positions. Provided excellent customer service by ensuring customer satisfaction, taking orders, and taking care of the café in general.
Jul 2021 - Jan 2022
Jun 2021 - Aug 2021
2 education records
Jane Dunlap education
Bachelor Of Science - Bs, Financial Planning
Education record
FAQ
Frequently asked questions about Jane Dunlap
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What company does Jane Dunlap work for?
Jane Dunlap works for Covenant Wealth Management.
What is Jane Dunlap's role at Covenant Wealth Management?
Jane Dunlap is listed as Associate Wealth Advisor at Covenant Wealth Management.
Where is Jane Dunlap based?
Jane Dunlap is based in Winston-Salem, North Carolina, United States while working with Covenant Wealth Management.
What companies has Jane Dunlap worked for?
Jane Dunlap has worked for Covenant Wealth Management, Nexus Peer Financial Coaching, Independent Bank, Knight Investment Management, and Hemming& Wealth Management.
How can I contact Jane Dunlap?
You can use AeroLeads to view verified contact signals for Jane Dunlap at Covenant Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jane Dunlap attend?
Jane Dunlap holds Bachelor Of Science - Bs, Financial Planning from Calvin University.
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