Broker Check
Ray Dunlap, CFP®, AIF®

Ray Dunlap, CFP®, AIF®

Founder & CEO

Ray, originally from Rochester, NY, began his financial services career in St. Petersburg, Florida back in 1984, eventually opening his own firm as an independent advisor in 1999.  Being independent is important to him because it allows him the freedom to always do what he believes is in his clients’ best interests. 

Ray has a BA from St. John Fisher College (Rochester) and an MBA from the University of South Florida (Tampa).  He is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary® (AIF®).   One of his passions is teaching workshops on money management and retirement planning through local libraries, non-profit organizations and several companies in the area. 

He and his wife, Sandye, love to travel and to spend time with their five children and their six grandchildren.  Ray enjoys playing the piano, and actually put himself through college playing professionally.  And he has never quite given up his dream of playing for the Yankees one day – Ray currently plays right-field for the Atlanta Twins in a local men’s baseball league, and is patiently waiting for the Steinbrenner family to call!


2013, 2015 – 2023 Five Star Wealth Manager Award, created by Five Star Professional. 2023 award was presented in 9/1/23 based on data gathered for the time period 11/14/22 through 5/31/23. 3,209 advisors were considered, 237 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit