F. Keith Duncan, ChFC®, AAMS®
Managing Partner
Mr. Duncan has been in the financial services industry for over 20 years and offers a seasoned professional approach to assisting clients in determining goals, implementing plans and providing personalized advice. He opened Duncan Investment Partners in 2009 to better serve his clients as an independent advisor.
Stephanie L Vail
Client Services Manager
A graduate of Towson State University. Joined the team in 2012. She brings with her a host of service management experience from her years as an account manager with a local logistics firm. She is responsible for overseeing the client experience and managing client/administrative services.
Russell Stewart
CFO
Russell is a CFO for the LPL CFO Solutions team. Russell’s financial services career spans over 13 years with a specialization in wealth management, private banking, and wholesaling investment strategies. He successfully operated his own financial practice for seven years before strategically selling his company in 2018.
