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Professional

Drawing from over 10 years of diverse financial problem solving, I will systematically provide an overview of your entire financial chessboard (personal and business). My corporate finance experiences from Wall Street coupled with several years of one on one problem solving with higher net worth individuals offers us the opportunity to use our Personal Planning Analysis to implement either small or larger adjustments to your investment portfolio(s), insurance strategy and estate needs.

I can collaborate with your existing financial team or integrate my colleagues and staff to provide you with the insight necessary to structure and implement the simplest way to reach your objective(s).

Associations and Memberships

National Association of Insurance and Financial Advisors (NAIFA)

Awards and Recognition

Million Dollar Round Table Qualifying Member 2007-2008
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

National Quality Award 2008
Award recognizing persistency and performance

Years of Experience

Representing Northwestern Mutual since 2003.

Education

Degree	Major	Institution
MBA	Finance	Wharton School of Business -- U of Pennsylvania
BA	History	Tufts University

Legal Notice | Online Privacy Statement | Customer Privacy Notice

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

Duncan Financial is a marketing name for Erik Raymond Duncan and is not a broker-dealer, registered investment adviser, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of NM and its subsidiaries and affiliates. Erik Raymond Duncan is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 2201 E Camelback Rd Ste 400, Phoenix, AZ 85016-3476, 602-808-3400, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Northwestern Mutual Financial Network - Arizona are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Erik Raymond Duncan is primarily licensed in Arizona and may be licensed in other states.

CA License: #0E57355

Duncan Financial