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Dunlap & Associates Wealth Management Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Dunlap & Associates Wealth Management is a financial services firm based in Peachtree City, Georgia, focused on retirement planning. It develops tax-smart savings and income strategies designed to be proactive and mindful of each client's unique circumstances. With more than 35 years of experience helping people prepare for retirement, the firm addresses common concerns about having enough savings, money lasting through retirement, and managing unexpected expenses.

Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser and member of FINRA and SIPC; fixed insurance products are provided separately. The company operates as a small practice serving clients in the Peachtree City area.

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

Dunlap & Associates Wealth Management Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Dunlap & Associates Wealth Management's Leadership

  • Stylized image of a person
    R. D.
    President, Cfp®, Aif®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. D.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Marketing Director And Special Events Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Phone icon
    Mobile Phone

Dunlap & Associates Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

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
    Mobile Phone
    United StatesGeorgia
    Nov 20, 2025
  • Stylized image of a person
    D. M.
    Owner
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Sep 14, 2024
  • Stylized image of a person
    S. D.
    Senior Vice President
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    A. D.
    Marketing Director And Special Events Coordinator
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    D. R.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Dunlap & Associates Wealth Management known for?

Minus sign iconPlus sign iconDunlap & 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 Peachtree City, Georgia 30269 United States. Explore Dunlap & Associates Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign iconDunlap & 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?

Minus sign iconPlus sign iconDunlap & Associates Wealth Management has approximately 7 employees as of April 2026. 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 April 2026, Dunlap & Associates Wealth Management's key employees include:

  • President, Cfp®, Aif®: R. D.
  • Owner: D. M.
  • Senior Vice President: S. D.
  • Marketing Director And Special Events Coordinator: A. D.
  • : D. R.

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