Michael Duncan, ChFC®Vice President, Windermere
Michael Duncan, Windermere, specializes in personal financial analysis and strategic planning for clients at the Paramus, New Jersey office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. He takes pride in helping clients pursue the goals that are important to them.
Michael is in his third decade in the financial services industry. Prior to joining what is now Goldman Sachs Personal Finance Management, he served as President and Sole Owner of DFG Advisors, Inc., an independent and entrepreneurial advisory firm.
Michael graduated from Williams College with a BA in Economics in 1986 and earned the Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services in 1994.
Along with his wife, Elisabeth, Michael resides in Westchester County, New York, as well as Cape Cod, Massachusetts, during the summer. His passions and hobbies include spending time with family and friends, golfing and skiing.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.