Duane Merchant, Cfp®, Clu®
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Duane Merchant, Cfp®, Clu® Email & Phone Number

Financial Planner at Northwestern Mutual at Northwestern Mutual
Location: Boca Raton, Florida, United States 4 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Planner at Northwestern Mutual
Location
Boca Raton, Florida, United States
Company size

Who is Duane Merchant, Cfp®, Clu®? Overview

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Quick answer

Duane Merchant, Cfp®, Clu® is listed as Financial Planner at Northwestern Mutual at Northwestern Mutual, a company with 31224 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Duane Merchant, Cfp®, Clu®.

Duane Merchant, Cfp®, Clu® previously worked as Financial Advisor at Northwestern Mutual and Franchise Owner/Investor at Menchie'S Frozen Yogurt. Duane Merchant, Cfp®, Clu® holds Bachelor'S Degree, Finance And Financial Management Services from Florida State University - College Of Business.

Company email context

Email format at Northwestern Mutual

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Northwestern Mutual

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Profile bio

About Duane Merchant, Cfp®, Clu®

My mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I use a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term. For additional information, send me a LinkedIn message or visit my website. To learn more about my specialties, visit my website.

Current workplace

Duane Merchant, Cfp®, Clu®'s current company

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Northwestern Mutual
Northwestern Mutual
Financial Planner at Northwestern Mutual
milwaukee, wisconsin, united states
Employees
31224
AeroLeads page
4 roles · 25 years

Duane Merchant, Cfp®, Clu® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Boca Raton

I help individuals achieve a more secure future for themselves, their families and businesses by providing a wide range of products and services to address their needs and goals. I can also work with clients in creating a financial plan that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the.

2014 - Present ~12 yrs 5 mos

President

Merchant Capital Corp.

Boca Raton, FL

2005 - 2013 ~8 yrs

Investment Advisor

Miami/Fort Lauderdale Area

Wealth accumulation, management, and asset protection.

2001 - 2005 ~4 yrs
Team & coworkers

Colleagues at Northwestern Mutual

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3 education records

Duane Merchant, Cfp®, Clu® education

FAQ

Frequently asked questions about Duane Merchant, Cfp®, Clu®

Quick answers generated from the profile data available on this page.

What company does Duane Merchant, Cfp®, Clu® work for?

Duane Merchant, Cfp®, Clu® works for Northwestern Mutual.

What is Duane Merchant, Cfp®, Clu®'s role at Northwestern Mutual?

Duane Merchant, Cfp®, Clu® is listed as Financial Planner at Northwestern Mutual at Northwestern Mutual.

Where is Duane Merchant, Cfp®, Clu® based?

Duane Merchant, Cfp®, Clu® is based in Boca Raton, Florida, United States while working with Northwestern Mutual.

What companies has Duane Merchant, Cfp®, Clu® worked for?

Duane Merchant, Cfp®, Clu® has worked for Northwestern Mutual, Menchie'S Frozen Yogurt, Merchant Capital Corp., and Bny Mellon.

Who are Duane Merchant, Cfp®, Clu®'s colleagues at Northwestern Mutual?

Duane Merchant, Cfp®, Clu®'s colleagues at Northwestern Mutual include Jeffery Clemons, Isaiah Pruitt, Eileen Doyle, Martin Choromanski, and Megan Lancioni.

How can I contact Duane Merchant, Cfp®, Clu®?

You can use AeroLeads to view verified contact signals for Duane Merchant, Cfp®, Clu® at Northwestern Mutual, including work email, phone, and LinkedIn data when available.

What schools did Duane Merchant, Cfp®, Clu® attend?

Duane Merchant, Cfp®, Clu® holds Bachelor'S Degree, Finance And Financial Management Services from Florida State University - College Of Business.

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