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. He has been involved in the financial services industry since 1980. Don began his career with a 16-year stint at a global financial services company, ultimately managing over $8 billion in various portfolios and serving as a member of the division’s risk management team. 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 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. 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.
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.