Don Duncan Email & Phone Number
Financial Advisor and Managing Director and Team Lead @ Savant Wealth Management
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Don Duncan Location
- Santa Fe, NM, US
Don Duncan Work
- 2022 -now Financial Advisor and Managing Director and Team Lead @
- 2018 -now Financial Advisor and Managing Director @
- 2018 -now Financial Advisor and Managing Director at Savant Wealth Management @
- 2018 -2018 Financial Advisor and Managing Director @
- 1997 -2018 Managing Member @ D3 Financial Counselors LLC
- 1980 -1997 Vice President @
- 1994 -1997 Assistant Division Manager @ Northern Trust
Don Duncan Education
- DePaul University
MBA (Marketing)
1981-1987 - Illinois State University
Bachelor of Science (BS) (Finance, Operations Management, Human Resource Management)
1978-1980
Don Duncan Skills
- High Net Worth Individuals
- Estate Planning
- Portfolio Management
- Investments
- Retirement Planning
- Financial Advisory
- Asset Allocation
- Asset Managment
- Wealth Management
- Financial Planners
- Investment Advisory
- Financial Analysis
- Investment Management
- Certified Financial Planner
- Mutual Funds
- Asset Management
- Strategic Financial Planning
Don Duncan Summary
- Don Duncan, based in Santa Fe, NM, US, is currently a Financial Advisor and Managing Director and Team Lead at Savant Wealth Management. Don Duncan brings experience from previous roles at Savant Wealth Management, Savant Capital Management and D3 Financial Counselors LLC. Don Duncan holds a 1981 - 1987 MBA in Marketing @ DePaul University. With a robust skill set that includes High Net Worth Individuals, Estate Planning, Portfolio Management, Investments, Retirement Planning and more. Don Duncan has 2 emails on RocketReach.
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