Don Duncan, MBA CFP® CFA CPA

Don Duncan, MBA CFP® CFA CPA, has an extensive work experience spanning several decades. Don started their career at Northern Trust in 1994 as an Assistant Division Manager. In 1980, they joined Northern Trust Global Investments as a Vice President, where they served until 1997.

In 1997, Don became the Managing Member of D3 Financial Counselors LLC, an independent, fee-only, fiduciary financial consulting firm. Don held this role for over two decades, helping clients make smarter financial decisions by designing financial plans and providing logical investment advice.

In 2018, Don joined Savant Wealth Management as a Financial Advisor and Managing Director. Don quickly rose to become a Team Lead, responsible for managing and leading a team of financial advisors. Don continues to serve in this role, utilizing their expertise and experience to provide financial advice and guidance to clients.

Don Duncan obtained a Bachelor of Science (BS) degree in Finance, Operations Management, and Human Resource Management from Illinois State University, where they studied from 1978 to 1980. Following that, they pursued an MBA in Marketing at DePaul University, completing the program from 1981 to 1987. In terms of additional certifications, Don obtained their CPA (Certified Public Accountant) from the University of Illinois in 1987. Don then achieved the CFA (Chartered Financial Analyst) designation from the CFA Institute in 1992. Later, in 1999, Don received their CSEP (Certified Specialist in Estate Planning) from Surgent & Associates. In 2001, they acquired the CFP® (Certified Financial Planner™) certification from the CFP Board of Standards. Lastly, Don obtained the PFS (Personal Financial Specialist) credential from the AICPA (American Institute of Certified Public Accountants) in 2005.