Patrick Lawlor
January 22, 2019
Tracy Bruhn
January 22, 2019
 

John Duncan, CFP®

Relationship Manager

As Relationship Manager, John provides a broad range of financial and family office services for high net worth individuals and families. He regularly advises on and assists with projects involving investment strategies, generational wealth transfer, tax planning and reporting, philanthropic goals, and asset management and protection. John works closely with important figures in a client’s life, including legal, tax, insurance, and investment professionals, to achieve a comprehensive team approach to efficiently and effectively manage the client’s goals. John earned a BS in Business Administration from Washington University in St. Louis with majors in Finance, International Business and Entrepreneurship, and minors in Accounting and Political Science.

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