Wealth Advisor
CFP®
dmacdougall@merceradvisors.com
Duncan’s commitment to helping clients achieve their long-term financial objectives is matched only by his dedication to continual learning in financial services. He earned a bachelor of science degree in business administration from the University of Colorado Leeds School of Business, where he majored in finance with a concentration in personal financial planning. Duncan began his financial services career as a Universal Banker at First National Bank of Omaha, honing skills in financial advising and lending solutions. He’s a CERTIFIED FINANCIAL PLANNER™ professional and a licensed investment adviser representative (IAR), and he holds the FINRA Series 65 license. Outside of work, Duncan is an ice hockey enthusiast, enjoys culinary pursuits, and cherishes time with his cat.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2024 Mercer Global Advisors Inc. All rights reserved.