Meet Duncan
Duncan is a Regional Vice President based in Bellevue, Washington. He joined Mercer Advisors in 2014 after advising high-net-worth clients for six years at Charles Schwab as Financial Consultant. He also spent time as a financial advisor at Ameriprise and a research analyst at The Carson Group. He began his career in financial services in 1997. In his current role, Duncan strives to understand prospective clients’ needs and financial pain points to determine if Mercer Advisors is a good fit for them and align them with a dedicated Wealth Advisor best suited to their situation. Duncan earned a B.S. degree in managerial economics from the University of California at Davis. He is a CERTIFIED FINANCIAL PLANNER® professional.
His working style
Duncan is personable and grounded in professional ethics. He has 30 years of experience in the financial industry in various capacities from equity analysis to personal financial planning. This gives Duncan the ability to consult with different types of people and in different situations. He enjoys meeting new people in the community, learning about their financial situations, and sharing how Mercer Advisors can help.
Duncan in real life
What keeps you busy outside of work?
Family life keeps me busy, guiding two high school kids through the rigors of navigating young adulthood.
Any words you try to live by?
Whether in work or life, good is not good where better is expected.
What’s one thing you are surprisingly good at?
At any backyard barbecue, you can typically find me tending the grill.
Meet Duncan’s Teammates
Bora Yucekul
Client Development Associate
What Duncan Says
Bora helps keep all the client onboarding details straight. He really is the brains behind the operation — a paperwork savant!
Chad Staskal
Sr. Wealth Advisor
What Duncan Says
Chad’s enthusiasm for helping clients through financial planning is palpable. In every client interaction, he exudes excitement. It’s infectious.
Jim Czirr
Partner
What Duncan Says
Jim has a distinct skillset. His CFA® certification allows him to speak the language of any analytic, but he also possesses the sociability to connect with someone brand new to finance. The ability to communicate effectively with a wide range of people is what makes Jim so successful.
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