5 Star Wealth Manager
Named Indianapolis Five Star Wealth Manager
Bob Dunlap was named a Five Star Wealth Manager in the years 2014-2018. The Five Star Professional award is presented to wealth managers in more than 45 markets in the U.S. and Canada who score highest in overall satisfaction.
Five Star Professional conducts independent research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Bob Dunlap is among an elite group representing less than five percent of the wealth managers in the Indianapolis area.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers.