Advisor profile


My approach

Tom Duncan - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Tom Duncan - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Insurance
  • Business Retirement Plans
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • FINRA Series 7 Securities License
  • Series 66 Uniform Combined State License
  • Insurance License for Life, Health and Disability

Interests

  • Golf
  • Sailing
  • Spending time with friends and family
  • Enjoys music

Community participation

  • Board of Directors for the Talbot County Department of Social Services
  • Advisory Board for Partners in Care
  • Advisory Board for Junior Achievement
  • Volunteer Teacher for Junior Achievement
  • Talbot County Chamber of Commece-Chairman of the Board 2017

Previous experience

  • Edward Jones Investments as a Financial Advisor, 1/2011 to 08/2018