As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money.
One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and what matters most to you, not just generically based on guidelines for someone your age or at your stage of life.
Originally from Huntington, WV, I have lived in Vienna, WV, since 1997 when my father, Wayne Duncan, was hired as a financial advisor for Edward Jones. My spouse, Ashlee, and I have three daughters growing up and becoming a part of this community today. A 2011 graduate of Marshall University, I hold a bachelor’s degree in business administration with a minor in entrepreneurship.
In 2006, I began my Edward Jones career as a branch office administrator in Vienna, WV, and my goal of becoming a financial advisor was reached in 2015.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so when you retire, you have more options of what you can decide to do.
We provide the services, investments and tools our clients need to work toward their financial future. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss the possibility of working together to help you reach your long-term goals.
My Personal Interests
- Spending Time with Family
Office Address504 Grand Central Avenue
Vienna, WV 26105
Phone NumberZach Duncan at (304) 295-6669
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