Joe Dunat, Cfp® Email and Phone Number
Joe Dunat, Cfp® work email
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Joe Dunat, Cfp® personal email
Who We Are:Financial planners who take complex financial themes and narrow it down to actionable, common sense good advice. Please sign-up for a quick 15 minute meeting to see if we are good fit. https://www.sturkiewealthmanagement.com/Schedule-An-Appointment.9.htmSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Sturkie Wealth Management Group
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Wealth Advisor At Sturkie Wealth ManagementSturkie Wealth Management Group Mar 2020 - PresentSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. See website for additional disclosure. -
Wealth Management AdvisorStratos Wealth Partners Mar 2020 - Jan 2024Beachwood, Oh, UsSecurities offered through LPL Financial. Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above.Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment Advisor. The Sturkie Wealth Management Group and Stratos Wealth Partners are separate entities from LPL Financial.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.For a list of states in which I am/we are registered to do business, please visit www.SturkieWealthManagement.com -
Senior Vice PresidentBank Of America Merrill Lynch Jul 2018 - Mar 2020Charlotte, Nc, UsAs member of the Columbia Leadership Team, Josip helped deliver the power of Bank of America to the greater Columbia market in South Carolina. The market consistently outperformed peers in all areas of performance, including delivering responsible growth, client experience and associate engagement. Josip was highlighted as a top performer 2014-2019. -
Senior Vice PresidentBank Of America Merrill Lynch Oct 2015 - Mar 2020Charlotte, Nc, UsI led the Financial Center Sales force in the Augusta GA and Columbia SC geography. -
Market Sales ManagerBank Of America Merrill Lynch Nov 2004 - Mar 2020Charlotte, Nc, UsDrive superior sales performance while delivering world class client experience for multiple geographies. -
Consumer Market Manager / SvpBank Of America Jan 2010 - Oct 2015Charlotte, Nc, UsAs the primary coach for 15 banking centers, I led over 100 engaged and motivated teammates in delivering world class financial solutions to customers in South Carolina. The market exceled in all areas of delivering for our customers, especially in our sales and service results. The year end 2015 ranking was in the top 1 percent of all markets nation wide, a feat we accomplished several times. -
Market Performance ManagerBank Of America Oct 2006 - Dec 2009Charlotte, Nc, UsFacilitated and implemented sales training for over 80 Banking Centers. Improved Center performance through the use of structured action plans. -
Banking Center ManagerBank Of America Nov 2004 - Sep 2006Charlotte, Nc, UsRecognized as an Award of Excellence winner (top 5% of the company). Directed banking office functions and led the team to exceptional sales and customer experience results.
Joe Dunat, Cfp® Skills
Joe Dunat, Cfp® Education Details
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Fordham UniversityGeneral -
Queens CollegeEconomics
Frequently Asked Questions about Joe Dunat, Cfp®
What company does Joe Dunat, Cfp® work for?
Joe Dunat, Cfp® works for Sturkie Wealth Management Group
What is Joe Dunat, Cfp®'s role at the current company?
Joe Dunat, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ professional; I'm a wealth advisor working with very successful small business owners and professionals who in today's environment aspire for work-optional lifestyles..
What is Joe Dunat, Cfp®'s email address?
Joe Dunat, Cfp®'s email address is jd****@****ers.com
What schools did Joe Dunat, Cfp® attend?
Joe Dunat, Cfp® attended Fordham University, Queens College.
What skills is Joe Dunat, Cfp® known for?
Joe Dunat, Cfp® has skills like Customer Experience, Banking, Sales, Cross Selling, Relationship Management, Mortgage Lending, Financial Services, Commercial Banking, Sales Management, Associate Development, Risk Management, Turnaround Specialist.
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