Directory

>

Steve Duncan

avatar

Steve Duncan

First Vice President - Investments | Raymond James

United States

View contact details (it's free)

Steve Duncan

Summary

Steve Duncan is a seasoned financial services professional with over thirty-five years of experience in various leadership roles, including Branch Manager and Complex Manager. Currently serving as the First Vice President - Investments at Raymond James, he brings a wealth of knowledge in asset allocation, estate investment planning, and risk management. His extensive background enables him to navigate diverse economic environments, allowing him to provide comprehensive financial advice tailored to his clients' needs. Steve is committed to helping clients manage their total financial picture, incorporating strategies for wealth preservation and tax planning. He holds an MBA from Louisiana State University, where he also completed his undergraduate studies in Business Administration. His career has spanned several prominent financial institutions, showcasing his adaptability and expertise in the industry. Steve's passion for financial services is matched by his dedication to client success and financial literacy.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Steve Duncan

Work Experience

company logo

First Vice President - Investments at

Raymond James

June 2018 - Present

company logo

First Vice President - Investments at

Wells Fargo Advisors

January 2001 - June 2018

company logo

First Vice President - Branch Manager at

Prudential Financial

January 1997 - January 2001

company logo

Senior Vice President - Louisiana Complex Manager at

Paine Webber

January 1989 - January 1997

company logo

Vice President - Branch Manager at

Paine Webber

January 1986 - January 1989

company logo

Financial Advisor at

Merrill Lynch

January 1980 - January 1986

Logos provided by Logo.dev

Steve Duncan

Education

Louisiana State University, Master Of Business Administration (M.B.A.)

January 1977 - January 1979

Louisiana State University, Bachelor’s Degree

January 1972 - January 1977

Frequently Asked Questions about Steve Duncan

What is Steve Duncan email address?

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

What company does Steve Duncan work for?

Steve Duncan is a First Vice President - Investments at Raymond James, a company specializing in Other Financial Investment Activities.

Where Steve Duncan graduated from?

Steve Duncan holds a degree in Business Administration from Louisiana State University.

How can I directly contact Steve Duncan?

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

Who is Steve Duncan?

Steve Duncan is a seasoned financial services professional with over thirty-five years of experience in various leadership roles, including Branch Manager and Complex Manager. Currently serving as the First Vice President - Investments at Raymond James, he brings a wealth of knowledge in asset allocation, estate investment planning, and risk management. His extensive background enables him to navigate diverse economic environments, allowing him to provide comprehensive financial advice tailored to his clients' needs. Steve is committed to helping clients manage their total financial picture, incorporating strategies for wealth preservation and tax planning. He holds an MBA from Louisiana State University, where he also completed his undergraduate studies in Business Administration. His career has spanned several prominent financial institutions, showcasing his adaptability and expertise in the industry. Steve's passion for financial services is matched by his dedication to client success and financial literacy.

Steve`s contact details

mail

*******@raymondjames.com

************@wellsfargoadvisors.com

Colleagues

avatar
Aif Michael Faulk

Senior Vice President, Trust Portfolio Advisor

avatar
Cfp Sean Suarez

Senior Vice President, Wealth Management

avatar
Pat Demers Caia

Vice President, Specialized Products Supervision

avatar
Patricia Bennett

Senior Vice President Wealth Management

avatar
Patrick Brannam

Senior Vice President, Investments

avatar
Patrick Luckart

Associate Vice President, Investments

avatar
Paul Fortini

Vice President, Investments / Branch Manager

avatar
Paul Belden

WMS, First Vice President, Investments

avatar
Stephen Cross

Director - Fixed Income Sales

avatar
Steve Harman

Senior Vice President - Wealth Management Advisor

View Contact details (it's free)
Request Profile Removal