Duncan worked previously with Lincoln Financial as an internal retirement sales consultant and is now tasked with supporting growth at adviser and consultant firms within the company’s northeast U.S. markets. He becomes part of the firm’s institutional retirement distribution team in the new role.
Duncan is responsible for working with national and regional independent registered adviser firms, as well as advisers in broker/dealer and consulting firms. He is based in Radnor, Pennsylvania, and reports to Marcela Curry, head of business development for Lincoln’s retirement plan services business.
Before joining Lincoln Financial, Duncan worked as an independent retirement consultant and also held positions at Transamerica Retirement Services as a market development specialist and wirehouse wholesaler. He also worked previously in retirement-related roles at Rosenzweig and Associates and the Vanguard Group. He is a graduate of Eastern University and holds ARPC, AIF and CRPS designations, as well as FINRA Series 6 & 63 licenses.
More information on the firm is available at www.LincolnFinancial.com.