Joe Dunat

Wealth Advisor

Joe Dunat is a Wealth Advisor affiliated with Stratos Wealth Partners in the Lexington, SC area. Joe has more than 18 years of experience in the Financial Services industry. In 2002, Joe joined Astoria Federal Savings Bank in Queens, New York and became their youngest ever Branch Manager. After successfully leading their largest flagship branch, Joe and his wife moved to Pennsylvania to take care of his elderly in laws and joined Bank of America in 2004. For the next 15 years, Joe served clients and employees of Bank of America in New York, Pennsylvania, Tennessee, Georgia and of course, South Carolina. As a Senior Vice President, Joe oversaw operations of over $800 million in deposits with 20,000 weekly client visits.

This move to join Stratos Wealth Partners and, specifically, the Sturkie Wealth Management Group is a return to his passion of assisting clients with wealth accumulation, retirement income planning and distribution, saving for educating their loved ones, and generational wealth transfers. He is committed to providing his clients and this community with the best service and personal financial guidance.

Joe graduated Magna Cum Laude from Queens College with a Bachelor of Arts degree in Economics. He later graduated Magna Cum Laude from Fordham University with his Masters of Business Administration, with a specialization in Finance. He currently holds his FINRA Series, 7,  9 and 10 registrations through LPL Financial, and 66 through LPL and Stratos Wealth Partners, as well as his Life Insurance license. He resides in Lexington with his wife Joellen and their three children, Lucas, Adriana and Gabriella. A former player himself, Joe coached soccer in Lexington and still is actively involved in youth soccer in the Midlands. Joe is also an active member of the Knights of Columbus with the local parish.

Phone (803) 386-0307
Fax (803) 356-2550