Joe Dunat, Cfp®

Joe Dunat, Cfp® Email and Phone Number

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. @ Sturkie Wealth Management Group
Joe Dunat, Cfp®'s Location
Lexington, South Carolina, United States, United States
Joe Dunat, Cfp®'s Contact Details

Joe Dunat, Cfp® work email

Joe Dunat, Cfp® personal email

n/a
About Joe Dunat, Cfp®

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.

Joe Dunat, Cfp®'s Current Company Details
Sturkie Wealth Management Group

Sturkie Wealth Management Group

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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.
Joe Dunat, Cfp® Work Experience Details
  • Sturkie Wealth Management Group
    Wealth Advisor At Sturkie Wealth Management
    Sturkie Wealth Management Group Mar 2020 - Present
    Securities 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.
  • Stratos Wealth Partners
    Wealth Management Advisor
    Stratos Wealth Partners Mar 2020 - Jan 2024
    Beachwood, Oh, Us
    Securities 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
  • Bank Of America Merrill Lynch
    Senior Vice President
    Bank Of America Merrill Lynch Jul 2018 - Mar 2020
    Charlotte, Nc, Us
    As 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.
  • Bank Of America Merrill Lynch
    Senior Vice President
    Bank Of America Merrill Lynch Oct 2015 - Mar 2020
    Charlotte, Nc, Us
    I led the Financial Center Sales force in the Augusta GA and Columbia SC geography.
  • Bank Of America Merrill Lynch
    Market Sales Manager
    Bank Of America Merrill Lynch Nov 2004 - Mar 2020
    Charlotte, Nc, Us
    Drive superior sales performance while delivering world class client experience for multiple geographies.
  • Bank Of America
    Consumer Market Manager / Svp
    Bank Of America Jan 2010 - Oct 2015
    Charlotte, Nc, Us
    As 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.
  • Bank Of America
    Market Performance Manager
    Bank Of America Oct 2006 - Dec 2009
    Charlotte, Nc, Us
    Facilitated and implemented sales training for over 80 Banking Centers. Improved Center performance through the use of structured action plans.
  • Bank Of America
    Banking Center Manager
    Bank Of America Nov 2004 - Sep 2006
    Charlotte, Nc, Us
    Recognized 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

Customer Experience Banking Sales Cross Selling Relationship Management Mortgage Lending Financial Services Commercial Banking Sales Management Associate Development Risk Management Turnaround Specialist Customer Loyalty Credit Consumer Lending Customer Service Retail Banking Small Business Lending Loans Commercial Lending Performance Management Brand Loyalty

Joe Dunat, Cfp® Education Details

  • Fordham University
    Fordham University
    General
  • Queens College
    Queens College
    Economics

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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