Senior Wealth Advisor
Duncan has 32 years of experience in financial services and has been a Wealth Advisor for some of the largest private banks in the US. In his role as lead Wealth Advisor for Arizona, Duncan works closely with his partners in Private Banking, Trust, and Portfolio Management to insure the team delivers an exceptional client experience. Through comprehensive discovery and review of the client’s full balance sheet, cash flow needs, estate plans, and tax circumstances, the team is able to mitigate risks and provide solutions.
I want to ensure that our clients know that we are determined to “get it right” from their perspective. We listen, we ask, we educate, and we solve. It is a great privilege to serve clients who choose Sunflower Bank Wealth Management.
“The more you are in a state of gratitude, the more you will attract things to be grateful for.”
-Often attributed to Walt Disney
< Back to Wealth Management Our Team Page
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.