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F. Keith Duncan
F. Keith Duncan
Financial Advisor
Financial Planning Specialist
650 South Exeter Street
Suite 1100
Baltimore, MD 21202
tel: 410-736-5351
fax: 410-736-5499
Email Me
Welcome Associations Education Services Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • Member - Business Opportunites Network (BON)
  • Member - Towson Elks, B.P.O.E.
  • Founding Member - The Frostburg Alumni Business Group
  • United Way of Central Maryland - Leader on Loan Program
  • American Cancer Society - Relay for Life Team Co-Captain
  • Special Olympics of Maryland - Annual Participant in Law Enforcement Torch Run
Education and Licensing
  • BS - Business Administration
    Frostburg State University
  • ACCREDITED ASSET MANAGEMENT SPECIALISTSM
    College for Financial Planning
  • CERTIFIED FINANCIAL PLANNER™ Program
    The American College
    Bryn Mawr, PA
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Health Insurance Licensed
Services
  • Financial Planning
  • Business Planning
  • Wealth Management
  • Retirement Planning
  • 529 Plans
  • Philanthropic Services
Business Experience
  • Over 10 Years experience in the financial service industry
  • Legg Mason Wood Walker, Inc.
    Financial Advisor and ACCREDITED ASSET MANAGEMENT SPECIALISTSM
  • T. Rowe Price Investment Services, Inc.
    Investment Counselor
Bulletin Board
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
F. Keith Duncan is licensed in the following state(s): CA, CT, DC, DE, GA, IL, MD, NC, NJ, NY, OH, OR, PA, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

How You Can Survive a Layoff (pdf)

Retirement Planning Requires Tradeoffs - Boomers Need to Balance Future and Current Needs (pdf)
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