"A big part of the financial planning process is helping clients realize that true wealth extends beyond their money."
 CFP® (CERTIFIED FINANCIAL PLANNER) Practitioner- Active Securities Licenses (Series 6, 7, 63 and 65/66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker dealer
- Life Insurance Licensed
- Long-Term Care/Med Supplement Insurance Licensed
- Certified Employee Benefit Specialist
- B.S. Business Administration at UNC Chapel Hill (NC)
- More than 15 years experience in financial services
Areas of expertise include: |
- Retirement Planning
- Individual Retirement Accounts (IRAs)
- Life Insurance (including disability and long-term care)
- College Education Planning (529s)
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- 401(k) Rollovers
- Mutual Funds
- Brokerage Services
- Estate Planning
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Contact me at tduncan@allegacyfcu.org or 336.794.8466 / 800.782.4670 ext. 8466.
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