Trust. Integrity. Mutual respect.
DUNLOP INVESTMENT GROUP
Trust. Integrity. Mutual respect. These are the operating principles we rely on when we work to develop an investment approach that is designed to meet our clients’ financial goals and objectives. Our client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. As we discuss these issues, we’ll work together to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
We offer objective advice with a commitment to putting our clients’ interests first.
From the most basic to the complex—we work with you to develop a financial approach to meet your goals and objectives.
For information about our advisory services, we are available by phone, email, or in person.
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives. My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. As we discuss these issues, we’ll work together to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
I began my financial services career in 1983 at A.G. Edwards & Sons. In 1989, I was named an assistant branch manager and was promoted to branch manager for the firm’s Clayton, MO office in 1995. In 2010, I moved to Benjamin F. Edwards to open the Clayton branch as branch manager and regional leader.
Dedicated to assisting my clients as they work toward their financial goals, I often rely on professional money managers to help meet long-term family and estate-planning needs. Previously a professional hockey player for 11 years, I played for Minnesota, Philadelphia, St. Louis and Detroit. I’m married with four adult children and ten grandchildren. I enjoy spending time with my family, traveling, fitness, food, wine and golf.
Connor Dunlop, AAMS®, CFP®
I began my career in the brokerage industry in 2005 at the San Diego branch of A.G. Edwards & Sons, Inc. In 2006, I earned my Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning, and my Certified Financial Planner™ (CFP®) certification in 2012. I returned to St. Louis in 2010 to work for my father, Blake, at the Benjamin F. Edwards & Co. office in Clayton, MO.
Throughout my career, I have worked to provide sound investment advice to my clients using proper asset allocation. I focus on creating solid relationships so I can assist clients with their investment needs as their lives and goals evolve.
I graduated from the University of Notre Dame on a full hockey scholarship and played professional hockey before starting my financial services career.
My wife and I currently live in Ladue. I’m interested in traveling, golf, fishing, skiing and surfing.
Christine J. Boxdorfer, AAMS®
Senior Registered Financial Client Associate
I began my career in financial services in 1985 at A.G. Edwards. In 1993, I became a licensed assistant and earned the Accredited Asset Management SpecialistSM (AAMS®) designation in 2002. I joined the Clayton, MO office of Benjamin F. Edwards in 2010.
While at A.G. Edwards, I supervised a support staff of 18 at the same time as assisting the office’s top financial advisors. I began working with Blake in 2000 and I continue to strive to provide the best possible customer service and help Blake manage the day-to-day operations of his business and the branch.
I live in South St. Louis County with my husband and our two dogs. My interests include family, travel, dogs, food and shopping.
What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
The Dunlop Investment Group is associated with Edwards Wealth Management, a registered investment adviser, and its affiliate Benjamin F. Edwards & Co., a registered broker dealer and investment adviser. Benjamin F. Edwards Wealth Management, LLC (EWM) is an SEC registered investment adviser. Through common ownership of Benjamin Edwards, Inc., EWM has an affiliation with dually-registered broker-dealer and SEC registered investment adviser, Benjamin F. Edwards & Co., Inc. (BFE), member FINRA and SIPC. Depending on the context, the name “Benjamin F. Edwards®” refers to either EWM, BFE or both.
Whether you want to prepare for life’s milestones or need to plan for the unexpected, we will work alongside you to help you meet your financial and legacy goals.
SOME SPECIFIC AREAS OF CONCENTRATION INCLUDE:
- Wealth Transition Strategies
- Charitable Planning Strategies
- Estate Planning Strategies
- Retirement Planning Services
- Education Planning Services
- Equity and Fixed Income Investments
- Business Owner Services
- Alternative Investments
- Executive Services
- Trust Services*
*Benjamin F. Edwards does not provide legal advice, therefore it is also important to consult with your legal tax professional for additional guidance tailored to your specific situation