Tim Duncan Email & Phone Number

Senior Retirement Plan Advisor @ Mariner Wealth Advisors

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Tim Duncan Location

Lee's Summit, MO, US

Tim Duncan Work

2014 - now Senior Retirement Plan Advisor @ Mariner Wealth Advisors
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2012 - 2014 Retirement Plan Consultant @ SageView Advisory Group
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2003 - 2012 VP, Institutional Portfolio Manager @ M&I Institutional Trust Services, a Part of BMO Financial

1998 - 2003 Senior Retirement Education Consultant @ American Century Investments

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Tim Duncan Education

Baker University
MBA (Business/Managerial Economics)
1995 - 1997
University of Missouri-Kansas City
BA (Communication Studies, Spanish)
1985 - 1990
Southwest High School - KC
1980 - 1984

Tim Duncan Skills

Retirement
Defined Benefit
Retirement Planning

Mutual Funds
401k
Defined Contribution
Employee Benefits
Investments
Securities
Insurance

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Tim Duncan Summary

Tim Duncan, based in Lee's Summit, MO, US, is currently a Senior Retirement Plan Advisor at Mariner Wealth Advisors. Tim Duncan brings experience from previous roles at SageView Advisory Group, M&I Institutional Trust Services, a Part of BMO Financial and American Century Investments. Tim Duncan holds a 1995 - 1997 MBA in Business/Managerial Economics @ Baker University. With a robust skill set that includes Retirement, Defined Benefit, Retirement Planning, Mutual Funds, 401k and more. Tim Duncan has 1 emails and 1 mobile phone numbers on RocketReach.

Tim Duncan Emails

Found 1 emails

@marinerwealthadvisors.com

Tim Duncan Phone Numbers

Found 1 phone numbers

+1 816-305-XXXX

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Tim Duncan

Senior Retirement Plan Advisor at Mariner Wealth Advisors

Lee's Summit, MO, US
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