John Duncan is a 33-year veteran of the financial services industry. As a Senior Financial Advisor, John works hard to address the unique financial needs of each client including their family and business interests. His approach assists investors with maximizing growth and income through asset allocation, disciplined capital deployment, tax minimization strategies, protecting and monetizing assets along with succession and wealth legacy planning. John focuses on delivering a comprehensive approach to wealth management, beginning by listening and then helping clients make informed decisions as they develop a strategy to achieve their goals. He started his career with Merrill in 1990 to make a difference and passionately believes in his process and his firm’s ability to deliver results for his clients.
John earned a BA degree in Finance from Michigan State University in East Lansing, MI. He is a Senior Vice President, Senior Financial Advisor with Chartered Retirement Planning Counselor™, Portfolio Manager, Certified Plan Fiduciary Advisor® and Retirement Benefits Consultant designations.
John believes, as a Portfolio Manager, he can provide a unique and competitive advantage by managing a discretionary strategic and tactical growth discipline primarily focused on earnings momentum. He looks for earnings momentum to try and overweight positive earnings estimates in his client’s portfolio's. This approach can assist in creating accountability for, not only, the momentum discipline, but also the entire client relationship.
As a Retirement Benefits Consultant, he also provides retirement plan services for business clients and their employee’s. After 20 years of working in this area, his team believes communication is the most important part of a plan and commits to a customized ongoing service program.
Outside of the office, John and his wife Karen enjoy spending time with their three boys, family and friends. They believe in support and commitment to success in the community and donate time to local school and charitable organizations.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
