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Our financial advice team


William Robert Duncan Jr, Financial Advisor serving the Mandeville, LA area - Ameriprise Advisors

William Robert Duncan Jr

MBA

Financial Advisor

StellarPath Private Wealth Advisors
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Small Business

Education

  • Tulane University, A.B. Freeman School of Business, MBA

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Volunteer coach at Pelican Park Playground
  • Spending time with family
  • Golfing