Steve Duncan is a seasoned financial professional currently serving as First Vice President - Investments at Raymond James, where he leverages over thirty-five years of diverse experience in the financial services industry. His extensive background includes roles as Branch Manager, Complex Manager, and Financial Advisor,...
Steve Duncan is a seasoned financial professional currently serving as First Vice President - Investments at Raymond James, where he leverages over thirty-five years of diverse experience in the financial services industry. His extensive background includes roles as Branch Manager, Complex Manager, and Financial Advisor, equipping him with a comprehensive understanding of the intricacies of wealth management and investment strategies. Steve’s expertise spans a wide range of areas, including mutual funds, asset allocation, estate investment planning, and risk management, allowing him to deliver tailored financial solutions that meet the unique needs of his clients.
At Raymond James, Steve is actively involved in key projects that focus on wealth preservation planning and investment planning, helping clients navigate the complexities of today’s economic landscape. His ability to adapt to various economic environments has proven invaluable, as he provides sound financial advice that is both strategic and actionable. By emphasizing a personalized approach, Steve builds strong relationships with his clients, ensuring they feel supported and informed throughout their investment journey.
Steve’s commitment to ongoing education and professional development keeps him at the forefront of industry trends and best practices, enabling him to offer innovative solutions that align with his clients' financial goals. His dedication to client success, combined with his deep knowledge of insurance products and investment strategies, positions him as a trusted advisor in the financial services sector. As he continues to guide clients through their financial journeys, Steve remains focused on delivering exceptional service and fostering long-term relationships built on trust and integrity.
