Jeremy T. Dunlop, CFP®

Senior Financial Advisor

  • Focus: Listening and always being present for my family, clients, colleagues and friends
  • Education: Bachelor's Degree in Finance, University of Pittsburgh
  • Certifications: CERTIFIED FINANCIAL PLANNER™ professional

Jeremy is passionate about building relationships and helping people simplify and achieve their financial goals.  In his nearly 15 years of experience, he has assisted a broad range of clients, including families, trusts, estates, executives and entrepreneurs.  Jeremy’s team-oriented approach focuses on creating a lasting client experience through a well-defined financial planning and investment management process.  He possesses a broad knowledge base of the financial services industry and has assisted clients in creating strategies in wealth accumulation and protection, retirement planning, tax planning and investment management.

As a graduate of the University of Pittsburgh, Jeremy received his bachelor’s degree with a concentration in finance.  He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association.  During his career, he has held various securities licenses including FINRA Series 7, Series, 66, and the State of Florida Life & Health Insurance Certification.