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Cfp David Duncan

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Cfp David Duncan

Executive Chairman and Chief Investment Officer | Duncan Financial Group

Pennsylvania, United States

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Cfp David Duncan

Summary

David Duncan is a seasoned executive in the financial services sector, currently serving as the Executive Chairman and Chief Investment Officer at Duncan Financial. With a wealth of experience in investment management, he has a keen understanding of market dynamics and strategic asset allocation. David is known for his innovative approach to financial planning and investment strategies, which has positioned his firm as a leader in the industry. His leadership style emphasizes collaboration and mentorship, fostering a culture of growth among his team. David is also passionate about educating clients on financial literacy and investment opportunities. He has built a reputation for integrity and excellence in service delivery. Despite the challenges of the financial landscape, he remains committed to driving sustainable growth for his clients and the organization. David's insights into emerging trends make him a sought-after speaker at industry conferences.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp David Duncan

Work Experience

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Executive Chairman and Chief Investment Officer at

Duncan Financial Group

June 1979 - Present

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Executive Chairman And Chief Investment Officer at

Duncan Financial

Present

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Investment Advisor Representative at

Cambridge Investment Research, Inc.

January 2011 - January 2013

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Cfp David Duncan

Education

College for Financial Planning, Certified Financial Planner

January 1983 - January 1985

Point Park University, Bachelor Of Business Administration (B.B.A.)

January 1975 - January 1979

Norwin Area High School

January 1972 - January 1975

Frequently Asked Questions about Cfp David Duncan

What is Cfp David Duncan email address?

Cfp David Duncan'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 Cfp David Duncan work for?

Cfp David Duncan is a Executive Chairman and Chief Investment Officer at Duncan Financial Group, a company specializing in Agencies, Brokerages, & Other Insurance Related Activities.

Where Cfp David Duncan graduated from?

Cfp David Duncan holds a degree in Financial Planning And Services from College for Financial Planning.

How can I directly contact Cfp David Duncan?

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

Who is Cfp David Duncan?

David Duncan is a seasoned executive in the financial services sector, currently serving as the Executive Chairman and Chief Investment Officer at Duncan Financial. With a wealth of experience in investment management, he has a keen understanding of market dynamics and strategic asset allocation. David is known for his innovative approach to financial planning and investment strategies, which has positioned his firm as a leader in the industry. His leadership style emphasizes collaboration and mentorship, fostering a culture of growth among his team. David is also passionate about educating clients on financial literacy and investment opportunities. He has built a reputation for integrity and excellence in service delivery. Despite the challenges of the financial landscape, he remains committed to driving sustainable growth for his clients and the organization. David's insights into emerging trends make him a sought-after speaker at industry conferences.

Cfp`s contact details

mail

*******@duncangrp.com

Colleagues

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Andy Carlton

VP Sales

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Qka Barbara Gongloff

Director, Plan Administration

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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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Alex Kline

Senior Vice President

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