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Duncan Wheeler

Duncan Wheeler, CFP®
Financial Consultant Truist Investment Services, Inc.
The Lien DeGrace Trivedi Group of Truist Investment Services, Inc.

400 Park Ave S.

Suite 200,

Winter Park, FL 32789-4307

Duncan.Wheeler@Truist.com

Phone 407-621-6263

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About me

Background

Duncan Wheeler is a Financial Consultant with Truist Investment Services, Inc. He offers financial services, retirement planning, and investment management experience and has the CERTIFIED FINANCIAL PLANNER™ designation, which he earned in 2021.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Master of Financial Planning
University Of Georgia 2019 2020
Bachelor of Science in Financial Planning
University Of Georgia 2015 2019

Personal Interests

Duncan has both his Bachelor’s and Master’s in Financial Planning from the University of Georgia and likes to remain active in his community. In his free time he enjoys playing tennis, spending time with his friends and dog, and doing things outdoors.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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