Ray Dunlap, Cfp®, Aif®

Ray Dunlap, Cfp®, Aif® Email and Phone Number

Multi-year Atlanta Magazine "Five-Star Wealth Manager" | President at Dunlap & Associates Wealth Management @ Dunlap & Associates Wealth Management
Ray Dunlap, Cfp®, Aif®'s Location
Peachtree City, Georgia, United States, United States
Ray Dunlap, Cfp®, Aif®'s Contact Details
About Ray Dunlap, Cfp®, Aif®

We develop tax-smart savings and income strategies that are designed to be proactive and mindful of your unique situation. In doing so, we hope to help you prepare for the unexpected while protecting your financial future.We also do educational workshops for groups and businesses on investment and financial topics, such as Retirement Planning, Asset Management, Estate Planning, Tax-Smart Distribution Strategies, Social Security and Long-Term Care Considerations, among other topics.Dunlap & Associates Wealth Management 1401 Georgian ParkSuite 210Peachtree City, GA 30269Phone: (770) 632-5970Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, MD, MO, NC, SC, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Fixed insurance products and services offered by Dunlap & Associates Wealth Management are separate and unrelated to Commonwealth.Please review our Terms of Use here: www.commonwealth.com/termsofuse.html Specialties: CERTIFIED FINANCIAL PLANNER™ Professional | Accredited Investment Fiduciary® Designee (AIF®)

Ray Dunlap, Cfp®, Aif®'s Current Company Details
Dunlap & Associates Wealth Management

Dunlap & Associates Wealth Management

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Multi-year Atlanta Magazine "Five-Star Wealth Manager" | President at Dunlap & Associates Wealth Management
Ray Dunlap, Cfp®, Aif® Work Experience Details
  • Dunlap & Associates Wealth Management
    President, Cfp®, Aif®
    Dunlap & Associates Wealth Management Sep 1999 - Present
    Peachtree City, Ga, Us
    Ray's mission is to help his clients pursue and enjoy the retirement that they've worked so hard to earn, and he has been helping individuals and families with this transition for over 35 years. As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary™, Ray is eager to use his knowledge and experience to take the mystery out of retirement planning for you.
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  • Lincoln Financial Advisors
    Regional Director Of Financial Planning
    Lincoln Financial Advisors Jun 1996 - Sep 1999
    Philadelphia, Pennsylvania, Us
    As the Regional Director of Financial Planning for the state of Georgia for Lincoln Financial Advisors, Ray was responsible for analyzing financial data and preparing comprehensive investment, retirement and financial plans for Lincoln agents and their clients. During his time at Lincoln, they were named by the Atlanta Business Chronicle as the leading Financial Planning firm in the state.
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  • Morgan Stanley
    Vice President Investments
    Morgan Stanley May 1993 - Jun 1996
    New York, Ny, Us
    Investment Advisor | Portfolio Manager | CERTIFIED FINANCIAL PLANNER™ Professional |
    View
  • William R. Hough & Company
    Partner And Vice President Investments
    William R. Hough & Company Dec 1984 - May 1993
    Partner | Institutional Broker | Financial Advisor | Portfolio Manager

Ray Dunlap, Cfp®, Aif® Skills

Networking Advisory Services Advisory Peachtree Services Securities

Ray Dunlap, Cfp®, Aif® Education Details

  • College For Financial Planning
    College For Financial Planning
    Certified Financial Planner™ Professional
  • University Of South Florida
    University Of South Florida
    Marketing
  • St. John Fisher University
    St. John Fisher University
    History
  • University Of Miami
    University Of Miami

Frequently Asked Questions about Ray Dunlap, Cfp®, Aif®

What company does Ray Dunlap, Cfp®, Aif® work for?

Ray Dunlap, Cfp®, Aif® works for Dunlap & Associates Wealth Management

What is Ray Dunlap, Cfp®, Aif®'s role at the current company?

Ray Dunlap, Cfp®, Aif®'s current role is Multi-year Atlanta Magazine "Five-Star Wealth Manager" | President at Dunlap & Associates Wealth Management.

What is Ray Dunlap, Cfp®, Aif®'s email address?

Ray Dunlap, Cfp®, Aif®'s email address is sa****@****ast.net

What is Ray Dunlap, Cfp®, Aif®'s direct phone number?

Ray Dunlap, Cfp®, Aif®'s direct phone number is +177063*****

What schools did Ray Dunlap, Cfp®, Aif® attend?

Ray Dunlap, Cfp®, Aif® attended College For Financial Planning, University Of South Florida, St. John Fisher University, University Of Miami.

What skills is Ray Dunlap, Cfp®, Aif® known for?

Ray Dunlap, Cfp®, Aif® has skills like Networking, Advisory Services, Advisory, Peachtree, Services, Securities.

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