Stephanie Dunbar

As an Associate Wealth Advisor at Dakota, Stephanie collaborates closely with clients to create and implement customized financial plans that reflect their distinct goals, values, and life situations. Her holistic approach to wealth management encompasses key areas such as cash flow planning, tax strategies, estate planning, and investment management. Well-known for her sincere desire to assist others, Stephanie prioritizes building meaningful relationships and takes pride in her fiduciary role, always placing her clients’ best interests at the forefront of her decisions.

Stephanie brings over ten years of experience in the financial services sector. Before joining Dakota, she spent seven years at Vigilant Wealth Management, where she supported high-net-worth and ultra-high-net-worth clients from diverse backgrounds and complexities, serving in both advisory and administrative capacities. Prior to her time at Vigilant, she worked as a Trust Administrator at Perspecta Trust (now known as Jordan Park), where she reviewed and interpreted complex trust structures to ensure the firm fulfilled its duties as Administrative Trustee.

Stephanie holds a B.S. in Kinesiology: Athletic Training from the University of New Hampshire. Her passion for making a positive impact in others’ lives inspired her to pursue a career in financial planning. She earned the Financial Planner Qualified Professional™ designation and successfully completed the rigorous CFP® program through the College for Financial Planning. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, she also possesses the FINRA Series 65 license.

Originally from New Hampshire, Stephanie currently resides in Jupiter, Florida, but frequently returns to New England to connect with clients and visit family. Outside of her professional life, she enjoys yoga, photography, reading, and a variety of outdoor activities.

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