Jeremy Dunlop

Jeremy T. Dunlop

Senior Wealth Manager

CFP

BDO Fort Lauderdale Office

954-626-2963

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Executive Summary

Jeremy Dunlop is a senior wealth manager with BDO Wealth Advisors, LLC, serving the South Florida region. He brings a deep knowledge and understanding of investment management and financial planning to the individuals and families he serves.
 
Prior to joining BDO, Jeremy was a managing director with Signet Financial Management, LLC., where he focused on the client relationship model, retirement planning, and institutional investment management.

Jeremy has worked in the financial services industry for over 12 years. His experience includes positions with Merrill Lynch and Charles Schwab. During this time, Jeremy has held various securities licenses including FINRA Series 7, Series, 66, and the State of Florida Life & Health Insurance License. 

Jeremy earned his Ceritified Financial Planner™ (CFP®) designation in 2012.

Professional Affiliations

Financial Planning Association of South Florida

Education

B.S.B.A., Finance, University of Pittsburgh