Janis Duncan
Retired Financial Advisor, First Vice President - Investments at Wells Fargo Advisors
- Role
- Financial Advisor, First Vice President - Investments at Wells Fargo Advisors
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Janis Duncan
As a financial advisor, my mission is to listen to my clients to understand their unique…
Experience
Financial Advisor, First Vice President - Investments
Jan 2009 — Present · Chicago, IL, US
As a financial advisor, I work with individuals, families, and small business owners to develop a plan to help them meet their unique goals, with a focus on maximizing tax advantaged savings strategies. I review asset allocation for my clients to help them meet their goals with appropriate risk/reward. Most importantly, I work with my clients to help them navigate life changes, such as divorce, expanding families, critical illness, retirement, and estate planning strategies. I earned the CRPC® designation in 2009. As a Chartered Retirement Planning Counselor(SM), I help baby boomers in retirement and approaching retirement to develop a budget, set priorities and create a plan for income in retirement. Important aspects include evaluating social security claiming strategies, creating an income plan, and for those fortunate to have a company pension, I will create a pension maximization study. Securities Registration Series 7 and Series 66FINRAIllinois Life, Accident, Health, and Long Term CareNAIC
Education
Western Michigan University
BS, Industrial Engineering/Business
1976 — 1980
Purdue University - Krannert School of Management
MS, MBA-MSIA
1980 — 1981
Skills
- Multi-Generational Wealth Transfer
- Financial Services
- Asset Allocation
- Risk Management
- Leadership
- Retirement Savings
- Strategic Planning
- Management
- Tax-Efficient Savings Strategies
- Insurance
- 401k Rollovers
- Investments
- Cross-Functional Team Leadership
- Retirement Planning
- Business Strategy
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