Donald D. Duncan
CFP®, CFA®, CPA/PFS, CSEP, MBA
Financial Advisor / Managing Director
Don focuses on high income and/or $1 million net worth clients with the goal of generating value for his clients by helping to reduce some of the uncertainty associated with planning for the future. He has been involved in the financial services industry since 1980. Don began his career with a 16-year stint at Northern Trust Company, ultimately managing over $8 billion in various portfolios and helping to manage the risk of a $50 billion investment management department. He brings an evidence-based, risk management oriented, institutional perspective to investment management. Don served as the founder of D3 Financial Counselors, and its predecessor firm, from 1997 until it joined with Savant in 2018.
Don earned a bachelor of science degree in finance, operations management, and human resources management with a minor in economics from Illinois State University. He earned a master of business administration degree in marketing from DePaul University.
Don is a CERTIFIED FINANCIAL PLANNER™ professional and attained the Chartered Financial Analyst® (CFA®) designation. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential, issued by the American Institute of Certified Public Accountants (AICPA), and is a Certified Specialist in Estate Planning® (CSEP). He is a member of the National Association of Personal Financial Advisors (NAPFA), the Illinois CPA Society, the American Institute of Certified Public Accountants, and the Financial Planning Association, and he taught financial planning at DePaul University and portfolio management at Lewis University. Don is a past chairman of the Illinois Financial Planning Association and has served on the NAPFA Midwest board. He and his family support three churches in Chicago, Downers Grove, and Santa Fe. He serves on the board or on committees for three condo associations.
Don and his wife Cindi have five children and split their time between Chicago and Santa Fe. He enjoys outdoor activities, especially backpacking, fishing, hiking, bike riding, and traveling to new places.
My core values are ethics, education and experience. I enjoy using and sharing these values to help my clients achieve what is most important to them. As I like to say, Savant helps smart people make smarter financial decisions!
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.