Kristi has over 30 years of financial services experience and has worked with our team since 2008. Prior to joining RBC Wealth Management in 2009, she spent 19 years at Merrill Lynch and 4 years with UBS. In addition to being extensive, Kristi’s experience is diverse. Some of the positions Kristi has held are Compliance Specialist, New Accounts Processing, Retirement Plans Specialist, Retail Account Bookkeeper, Margin Specialist, Institutional Bookkeeper, Development of New Hire Training, Trainer, and Operations Specialist. This unique experience makes Kristi a comprehensive and welcome addition to our team.
Kristi was born in Detroit, Michigan and has also lived all over the United States; Ohio, Kentucky, Tennessee, Texas, Oklahoma, New York, Florida, Colorado and now Missouri. She has two grown sons and her daughter Abby is 12. She has been married to David Dunlap since May 2000 and is the proud grandmother of Gracie.
“I have a hands-on approach and I take great pride in making sure all of our clients are personally appreciated as individuals above all else.” — Kristi Dunlap