Rebecca Gill

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About Rebecca Gill

Rebecca began her career in public accounting in 1992, working first with a CPA firm in Indianapolis and later in Chicago. After seven years in public accounting, she transitioned her expertise into financial planning and investment management. In 1999, she joined Whitinger & Company, CPAs, where she started and led the financial planning division, Whitinger Financial Advisors, LLC.

In 2004, following an out-of-state move, Rebecca founded her own wealth management practice, serving an elite client base across the U.S. as an experienced wealth manager and investment advisor representative of LPL Financial. After returning to Indiana, she partnered with Bob Dunlap in 2013 to establish Dunlap Gill Wealth Management Group, Inc. Rebecca specializes in helping clients invest wisely, minimize income and estate taxes, and coordinate all aspects of their financial lives. As life, laws, and markets change, she provides ongoing, personalized guidance to help clients pursue their goals with confidence.

She earned her Bachelor of Science in Accounting and Marketing from Ball State University and holds credentials as a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). She also maintains Series 7, 63, and 65 securities registrations with LPL Financial.

Throughout her career, Rebecca has led numerous client seminars and appreciation events and remains actively involved in the professional community. She is a member of the American Institute of CPAs (AICPA), Indiana CPA Society, and Florida Institute of CPAs. She has served as a speaker for the Indiana CPA Society, was president-elect of the South Dade chapter of the Florida CPA Society, past president of the Exchange Club of Muncie, and is an active member of the Rotary Club of Anna Maria Island, where she currently serves on the board.

Rebecca and her husband, Michael, live in Florida. They enjoy an active boating lifestyle, including snorkeling, scuba diving, and exploring local beaches.

Securities offered through LPL Financial, Member FINRA/SIPC

See Disclosures

General Information

Firm Start Year

1926

CRD#

3168794

Firm CRD#

6413

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Chief Operating Officer Dunlap Gill Wealth Management Group, Inc. Dec 2013 - Present · 12 yrs 4 mos 14074 Trade Center Drive, Suite 110, Fishers, IN 46038

Practice developer focusing on building client relationships and planning based money management.

Assisting business owners and individuals with defining their goals and the essential planning that takes place in managing their wealth.

Specializing in assisting individuals experiencing a life transition such as career change, divorce, or widowhood.

Our company offers a full range of planning services including:

" Portfolio Analysis " Investment Planning " Retirement and Social Security Planning " Estate Planning " Education Planning " Insurance Planning " Income Tax Planning

Qualifications & Membership

Certifications, Accreditations & Designations

CPA, PFS^™

Firm Information

Total Assets Under Management by Advisor

$72 Million

Education

Bachelor of Science - Accounting and Marketing

Ball State University
1989 -1992

Disclosures

p>PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

LPL Financial -Dunlap Gill Wealth Management Group, Inc