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Duncan McCall Location
Rockville, MD, US
Duncan McCall Work
Financial Advisor @ (October 2024 - Present)
Paraplanner @ (July 2024 - October 2024)
Senior Client Service Associate @ (August 2023 - July 2024)
Client Service Associate @ (August 2022 - August 2023)
Financial Planning Intern @ Strategic Wealth Management Group Ltd. (June 2021 - August 2021)
Duncan McCall Education
Penn State University
Bachelor's of Science (Finance, Summa Cum Laude)
2018-2022
Penn State University
Minor (Economics)
2018-2022
Peters Township High School
High School Diploma
2014-2018
Duncan McCall Skills
Finance
Financial Software
Fundraising
Microsoft Office
Morningstar
Duncan McCall Summary
Duncan McCall, based in Rockville, MD, US, is currently a Financial Advisor at Williams Asset Management. Duncan McCall brings experience from previous roles at Williams Asset Management and Strategic Wealth Management Group Ltd.. Duncan McCall holds a 2018 - 2022 Bachelor's of Science in Finance, Summa Cum Laude @ Penn State University. With a robust skill set that includes Finance, Financial Software, Fundraising, Microsoft Office, Morningstar and more. Duncan McCall has 1 emails on RocketReach.
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