Advisor profile


My approach

Steven Duncan - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Steven Duncan - My approach photo

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Towson State University

Interests

  • Spending time with family and friends
  • Watching or participating in sporting events, especially baseball and football
  • Coaching my SC Bulldogs baseball team and clinics
  • Growing the Slim's Chance Foundation

Community participation

  • Volunteer coach for youth football and baseball
  • Volunteer for Delaware National Guard and Reserve Emergency Assistance Fund (DNGREAF)
  • Volunteer for Homes for Troops
  • Founder of SLIM'S Chance, a non-profit created to help children 0-18 when they lose a parent due to traumatic illness or sudden death.

Awards & recognition

  • Ameriprise Circle of Success, 2008-2017
  • Ameriprise Atlantic Region Elite Advisors, 2014-2016