Dennis K. Wolfe,
CPA, CFP® Managing Partner, Round Table Advisors Senior Financial Advisor, RJFSDennis brings a distinct blend of expertise to the team as a Certified Public Accountant and Certified Financial Planner™ Professional, specializing not only in personal financial planning but also in the nuanced areas of retirement plan design and implementation. His knack for personal financial planning is complemented by a rich history in healthcare financial management, rooted in his days as a founding partner of a national medical practice management firm. At the onset of his career, Dennis honed his auditing and accounting skills with a global accounting firm, an experience that laid the groundwork for his attention to detail and analytical skills.
Prior to business school, his path took a transformative turn in Japan, where he devoted two years as a volunteer missionary in Tokyo, Niigata, and Matsumoto. This chapter, along with his subsequent economic development work with Japanese industry at The Japan Center of Tennessee, cultivated a global outlook and a heartfelt commitment to client and community service. Dennis's academic journey, a blend of finance, economics, and accounting studies from the University of Tennessee at Chattanooga and Middle Tennessee State University, helped equip him with the financial acumen he’s known for today.
Dennis is licensed with Series 7, 9, 10, and 63 securities credentials and finds his purpose in aligning his skills with his clients’ financial aspirations. His commitment extends beyond his desk as an active participant in both state and national accounting and financial planning associations, as well as various leadership and volunteer positions in his community.
Originally from Cleveland, Ohio, Dennis's roots have now intertwined with the landscapes of Signal Mountain, Tennessee, and Heber City, Utah, where he treasures the company of his wife, Celeste, their children, and grandchildren. Dennis’s leisure is a reflection of his life’s work—whether it's losing himself in a compelling book, studying a foreign language, cheering on the Atlanta Braves, embracing the outdoors, or sharing a round of golf with friends, he embodies the balance and fulfillment he wishes for each client he serves.
CPA services are not offered through or affiliated with Raymond James
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James does not provide tax or accounting services.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
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