Duncan Zahringer, Jd, Mba, Cepa Email & Phone Number

At Alex. Brown, the Founders & Partners Advisory Group provides financial advice and services for individuals, families, businesses, and non-profits. As a Financial Advisor on this team, my mission is to understand the personal and business aspects of each client's finances in order to identify, plan for, and provide the advice and services they need to help them achieve their financial goals. My uncommon entrepreneurial business experience, legal background, and expertise with computers, programming, and business technology platforms support this mission. Typical Founders & Partners clients include business owners, C-Suite executives, professional athletes, non-profit foundations, and entrepreneurs. I joined Alex. Brown in 2023 after several years in private equity following my graduate school education. In 2016, I jointly earned a J.D. and an M.B.A. (with a focus in Computer Science and Enterprise Business Technology), both cum laude, from the University of Miami's JD/MBA dual degree program. Prior to graduate school, I earned a B.S. in Psychology with Honors from the University of Florida in 2011. I am presently a candidate for the CERTIFIED FINANCIAL PLANNER™ designation, having passed the examination component of the certification in 2023. I have been licensed to practice law in Florida since 2017. Our team serves clients across the United States, with Florida offices in Palm Beach and St. Petersburg, as well as Winston Salem, North Carolina. We welcome a casual conversation to see if our team could be a good fit for your investment and planning needs.

Listed skills include Information Technology, Leadership, Public Speaking, and Coding.