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Alex Kline

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Alex Kline

Senior Vice President | Duncan Financial Group

Shaler Township, Pennsylvania, United States

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Alex Kline

Summary

Alex Kline is a seasoned investment and insurance professional based in Shaler Township, Pennsylvania. With over 30 years of experience in the financial services industry, he specializes in retirement and wealth management, providing clients with tailored insurance solutions and financial guidance. As a Senior Vice President at Duncan Financial, he leads a team dedicated to helping clients navigate the complexities of investment strategies and retirement planning. Alex's extensive background includes leadership roles at Huntington National Bank and Sky Bank, where he honed his skills in wealth management and retirement services. His family-owned firm prides itself on delivering personalized service and building lasting relationships with clients. Alex's commitment to excellence is evident in the comprehensive range of services offered, from insurance to investment management. He is passionate about educating clients on financial literacy and helping them achieve their financial goals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Alex Kline

Work Experience

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Senior Vice President at

Duncan Financial Group

December 2011 - Present

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Wealth Management Team Leader at

Huntington Bancshares, Inc.

July 2007 - November 2011

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VP Retirement Services at

SKY BANK SERVICOS DE PAGAMENTOS

July 2000 - July 2007

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President at

M AND E INVESTMENT TRUST

September 1985 - July 2000

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Alex Kline

Education

Indiana University of Pennsylvania, Ba

January 1980 - January 1983

Frequently Asked Questions about Alex Kline

What is Alex Kline email address?

Alex Kline's primary email address is ******@duncangrp.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Alex Kline work for?

Alex Kline is a Senior Vice President at Duncan Financial Group, a company specializing in Agencies, Brokerages, & Other Insurance Related Activities.

Where Alex Kline graduated from?

Alex Kline holds a degree in Economics from Indiana University of Pennsylvania.

How can I directly contact Alex Kline?

To contact Alex Kline directly, you can use the email address ******@duncangrp.com. Complete contact information is available upon registration with Muraena.

Who is Alex Kline?

Alex Kline is a seasoned investment and insurance professional based in Shaler Township, Pennsylvania. With over 30 years of experience in the financial services industry, he specializes in retirement and wealth management, providing clients with tailored insurance solutions and financial guidance. As a Senior Vice President at Duncan Financial, he leads a team dedicated to helping clients navigate the complexities of investment strategies and retirement planning. Alex's extensive background includes leadership roles at Huntington National Bank and Sky Bank, where he honed his skills in wealth management and retirement services. His family-owned firm prides itself on delivering personalized service and building lasting relationships with clients. Alex's commitment to excellence is evident in the comprehensive range of services offered, from insurance to investment management. He is passionate about educating clients on financial literacy and helping them achieve their financial goals.

Alex`s contact details

mail

******@duncangrp.com

******@commonwealth.com

********@erols.com

**********@skyfi.com

Colleagues

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Andy Carlton

VP Sales

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Qka Barbara Gongloff

Director, Plan Administration

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Cfp David Duncan

Executive Chairman and Chief Investment Officer

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David Leng Cpcu Cic Cbwa Mwca Crm

Chief Risk Officer (CRO)

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Christy Noel

Independent Contractor

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John Duncan

President - Duncan Insurance Group

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