73 Millennium - Nineteenth Edition RAY DUNLAP FOUNDER, CHIEF EXECUTIVE OFFICER Dunlap & Associates Wealth Management Peachtree City, GA FINANCE AND INSURANCE with a brokerage firm, building the skills that would allow him to go on to establish Dunlap & Associates Wealth Management. At Dunlap & Associates Wealth Management, Mr. Dunlap oversees a team of three advisers and three staff members, with a client list of over 400 families and $196 million in assets. He attributes his success to the relationships he has formed with clients, going beyond the typical client-advisor dynamic. From bowling nights to pickleball tournaments and annual golf events, they ensure that clients have an enjoyable experience. This approach fosters strong client loyalty, leading to numerous referrals from satisfied clients and setting the firm apart from other financial advisors in the market. Though Mr. Dunlap is a skilled financial planner, he considers his true talent to be playing the piano. Raised in a musical family, he learned the instrument at a young age and, at age 16, performed at Carnegie Hall, an experience he considers to be the pinnacle of his achievements. He worked his way through college as a professional piano player, performing in restaurants, nightclubs and a local dinner theater in Rochester, New York, where he once performed with The 5th Dimension. Recognizing the importance of planning for the future, Mr. Dunlap has successfully established a succession plan this year. Renee Serenci, his business partner and coworker of 10 years, will succeed him as head of the business when he retires. He is satisfied knowing the firm will continue its success under her capable leadership. R ay Dunlap has found success in the financial services sector since 1984. He holds a BA in history from St. John Fisher University and an MBA in marketing from the University of South Florida. Early in his career, he served as the regional director of financial planning for Lincoln Financial Advisors in Atlanta, Georgia, overseeing operations for the entire state. In 1999, he reevaluated his career and partnered
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