Chad Bunnell, LUTCF

Chad Bunnell, LUTCF

Investment Professional

Chad Bunnell received a Bachelor of Science degree with a major in Hospitality Management and a minor in Business Management from the University of Kentucky. He moved to Jacksonville in 1998 and played on professional golf mini tours for several years.

Chad entered the financial services industry in 2008, earned his LUTCF designation in 2012, and has a passion for working with clients with transparency, integrity, and clearly defining clients’ objectives. Prior to joining West Point Business Group, Chad was the President of The RBC Financial Group, where he qualified for the Million Dollar Round Table* honor.

Chad works with accomplished professionals and executives by offering strategies designed to maximize their income for retirement. Chad also believes it is important to gain consensus with clients on creating a well-defined, easy to follow plan to reach their financial goals. Additionally, Chad enjoys spending time with his wife, three kids, dog, and his extended family as well as playing golf, throwing darts, and fishing. 

 

*A sales component was considered as part of the qualifications for this award.. The recognition is not representative of any financial performance, advice or returns.