Dunlap & Associates Wealth Management Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

As you prepare for and then enter retirement, you likely have at least one of three questions:

1.) Do I have enough money saved to enjoy my retirement?

2.) Will my money last as long as I need it to?

3.) How will I take care of those “unexpected” expenses?

We’ve been helping people confidently answer these questions for over 35 years.
 
At Dunlap & Associates, 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.

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Dunlap & Associates Wealth Management, 1401 Georgian Park, Ste. 210, Peachtree City, GA 30269. (770) 632-2674.

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.

Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Find Dunlap & Associates Wealth Management employees' phone numbers or email addresses

Dunlap & Associates Wealth Management Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Dunlap & Associates Wealth Management's Leadership

  • Stylized image of a person
    J. K.
    Coo
    Phone icon
  • Stylized image of a person
    R. D.
    President, Cfp®, Aif®
    Phone icon
  • Stylized image of a person
    R. S.
    President
    Phone icon
  • Stylized image of a person
    D. M.
    Owner
    Phone icon
  • Stylized image of a person
    S. D.
    Senior Vice President
    Phone icon
  • Stylized image of a person
    A. D.
    Marketing Director And Special Events Coordinator
    Phone icon
  • Stylized image of a person
    S. S.
    Client Services Manager
    Phone icon
  • Stylized image of a person
    B. J.
    Financial Advisor
    Phone icon

Contact profiles from Dunlap & Associates Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. D.
    President, Cfp®, Aif®
    Phone icon
    United StatesGeorgia
    Nov 20, 2025
  • Stylized image of a person
    R. S.
    President
    Phone icon
    United StatesGeorgia
    Nov 18, 2025
  • Stylized image of a person
    J. K.
    Coo
    Phone icon
    United StatesGeorgia
    Nov 18, 2025
  • Stylized image of a person
    D. M.
    Owner
    Phone icon
    United StatesGeorgia
    Sep 14, 2024
  • Stylized image of a person
    S. D.
    Senior Vice President
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    A. D.
    Marketing Director And Special Events Coordinator
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. S.
    Client Services Manager
    Phone icon
    United StatesGeorgia
    Nov 18, 2025
  • Stylized image of a person
    B. J.
    Financial Advisor
    Phone icon
    Nov 18, 2025
  • Stylized image of a person
    D. R.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Dunlap & Associates Wealth Management known for?

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Dunlap & Associates Wealth Management was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 1401 Georgian Park, Suite 210. Explore Dunlap & Associates Wealth Management's company overview page for more information.

What is Dunlap & Associates Wealth Management's most common email format?

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Dunlap & Associates Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dunlap & Associates Wealth Management email formats with LeadIQ.

How many employees does Dunlap & Associates Wealth Management have currently?

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Dunlap & Associates Wealth Management has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Dunlap & Associates Wealth Management's key employees and leadership?

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As of December 2025, Dunlap & Associates Wealth Management's key employees include:

  • Coo: J. K.
  • President, Cfp®, Aif®: R. D.
  • President: R. S.
  • Owner: D. M.
  • Senior Vice President: S. D.

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