Meet Duncan
Duncan is a Wealth Advisor based in Denver, Colorado. He joined Mercer Advisors in 2021. Prior, he was a Universal Banker at First National Bank of Omaha. Duncan earned a B.S. degree in business administration with a focus in personal financial planning from the University of Colorado Boulder. He’s a CERTIFIED FINANCIAL PLANNER® professional and he holds the FINRA Series 65 license.
Duncan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Duncan has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Aligning portfolios with purpose for clients pursuing values-based investing
His working style
Duncan brings clarity to complex investment topics with meticulous attention to detail. He listens deeply, offers steady guidance during pivotal moments, and builds trust through transparency and genuine connection. For those seeking a collaborative advisor who values clarity and care, Duncan is a trusted partner.
Duncan in real life
What keeps you busy outside of work?
I fill my free time enjoying the beautiful outdoors in Colorado as well as cheering on Colorado sports teams, especially the Avalanche.
What makes you tick?
As you may be able to tell from my previous answer, I am a surprisingly good skater and play goalie on a hockey team.
Why do you like working at Mercer Advisors?
I love the amount of resources we have for clients here at Mercer Advisors, while also being able to provide the boutique family office feel.
Duncan’s snapshots
Meet Duncan’s Teammates
Anna Apodaca
Wealth Advisor, Director
What Duncan Says
Anna makes sure everything operates smoothly and that we pair the right client with the right advisor. She makes sure everything goes to plan and that our clients are well taken care of.
Joshua Fremit
Wealth Advisor
What Duncan Says
I have known Josh for almost seven years and he helps me keep organized. He is one of the most knowledgeable advisors when it comes to ensuring that my client processes are streamlined and client meetings operate with the highest efficiency
Christopher S. Murphy
Wealth Advisor
What Duncan Says
Whenever there are any questions on how to proceed with a client’s situation, Chris is always my first resource. He is the most knowledgeable advisor that I know and he always helps to see the full picture, if a second set of eyes is needed.
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