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Steve Duncan
Steve Duncan
First Vice President - Investments | Raymond James
United States
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.
Steve Duncan
Work Experience
First Vice President - Investments at
Raymond James
June 2018 - Present
First Vice President - Investments at
Wells Fargo Advisors
January 2001 - June 2018
First Vice President - Branch Manager at
Prudential Financial
January 1997 - January 2001
Senior Vice President - Louisiana Complex Manager at
Paine Webber
January 1989 - January 1997
Vice President - Branch Manager at
Paine Webber
January 1986 - January 1989
Financial Advisor at
Merrill Lynch
January 1980 - January 1986
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
*******@raymondjames.com
************@wellsfargoadvisors.com
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