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Kristen Duncan, Crpc™ Email & Phone Number
Wealth Advisor
at
TIAA
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Kristen Duncan, Crpc™? Overview
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Quick answer
Kristen Duncan, Crpc™ is listed as Wealth Advisor at TIAA, a company with 11532 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Kristen Duncan, Crpc™.
Kristen Duncan, Crpc™ previously worked as Wealth Management Advisory Consultant at Tiaa and Assistant Vice President Financial Solutions Advisor- Merrill at Bank Of America Merrill Lynch. Kristen Duncan, Crpc™ holds B.S. Business Administration, Operations Management, Industrial Engineering Technology from University Of Dayton.
Company email context
Email format at TIAA
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TIAA
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Profile bio
About Kristen Duncan, Crpc™
Experienced Licensed Representative with a demonstrated history of working in the financial services industry.
Listed skills include Sales, Public Speaking, Financial Services, Series 63, and 22 others.
Current workplace
Kristen Duncan, Crpc™'s current company
Company context helps verify the profile and gives searchers a useful next step.
Tiaa
12 roles
Kristen Duncan, Crpc™ work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisory Consultant
Partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
Assistant Vice President Financial Solutions Advisor- Merrill
Worked with both affluent and high net worth clients to identify needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both existing and prospective clients.
Dec 2022 - Oct 2023
Financial Solutions Advisor- Financial Center
Delivered Bank of America’s core banking and investment solutions to banking customers, small business owners and higher net worth clients.
Nov 2021 - Dec 2022
Registered Representative
Specialized in helping participants in employer sponsored plans. That included assisting with enrollments, risk tolerance, rollovers, and contribution adjustments. In addition to employer sponsored plans, also assisted with IRA’s and life insurance. Conducted various seminars that catered to different topics within financial services.
Mar 2020 - Nov 2021
Client Relations Specialist
Performed a dual role supporting leadership administrative activities as well as managing the overall client experience.Kristen Duncan is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). ELS Vision Wealth Management is not an affiliate of Lincoln Financial Advisors Corp. Kristen Duncan is securities licensed.
Oct 2018 - Mar 2020
Retirement Specialist
Specialized in the retirement needs of Texas public school employees.
Jun 2014 - Oct 2018
Sr. Financial Sales Advisor
Marketed retail banking and investment products and financial services to customers.
Sep 2013 - May 2014
Financial Representative
Helped individuals and business owners achieve financial balance.
Mar 2013 - Sep 2013
Retirement Consultant
Provided one one one enrollment support to meet plan sponsor objectives.
Jul 2010 - Mar 2013
Individual Consultant
Responsible for communicating details of TIAA-CREF's retirement plans and after tax investments to individual, institutional, and prospective participants.
Jul 2007 - Jul 2010
Account Executive
Utilized communication and selling skills to provide a broad array of industry leading insurance and investment products.
Jun 2006 - May 2007
Team & coworkers
Colleagues at TIAA
Other employees you can reach at tiaa.org. View company contacts for 11532 employees →
MT
Merit Trueman
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
View →
MP
Marc Palpacuer
Colleague at Tiaa
Charlotte Metro, United States
View →
JC
Juan Cardona
Colleague at Tiaa
Denver Metropolitan Area, United States
View →
BD
Brian Donoghue, Cfp®
Colleague at Tiaa
Boston, Massachusetts, United States, United States
View →
KK
Karen Kinnison
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
View →
MC
Maggie Congleton
Colleague at Tiaa
Lake Butler, Florida, United States, United States
View →
CB
Charles B. Williams,Pmp®
Colleague at Tiaa
New York City Metropolitan Area, United States
View →
TK
Tim Koerner
Colleague at Tiaa
Littleton, Colorado, United States, United States
View →
DA
Dave A Boothe Jr., Cfp®
Colleague at Tiaa
Las Vegas, Nevada, United States, United States
View →
DN
Drashtant Nanavati
Colleague at Tiaa
Pune, Maharashtra, India, India
View →
Merit Trueman
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
View →
MP
Marc Palpacuer
Colleague at Tiaa
Charlotte Metro, United States
View →
JC
Juan Cardona
Colleague at Tiaa
Denver Metropolitan Area, United States
View →
BD
Brian Donoghue, Cfp®
Colleague at Tiaa
Boston, Massachusetts, United States, United States
View →
KK
Karen Kinnison
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
View →
MC
Maggie Congleton
Colleague at Tiaa
Lake Butler, Florida, United States, United States
View →
CB
Charles B. Williams,Pmp®
Colleague at Tiaa
New York City Metropolitan Area, United States
View →
TK
Tim Koerner
Colleague at Tiaa
Littleton, Colorado, United States, United States
View →
DA
Dave A Boothe Jr., Cfp®
Colleague at Tiaa
Las Vegas, Nevada, United States, United States
View →
DN
Drashtant Nanavati
Colleague at Tiaa
Pune, Maharashtra, India, India
View →
1 education record
Kristen Duncan, Crpc™ education
FAQ
Frequently asked questions about Kristen Duncan, Crpc™
Quick answers generated from the profile data available on this page.
What company does Kristen Duncan, Crpc™ work for?
Kristen Duncan, Crpc™ works for TIAA.
What is Kristen Duncan, Crpc™'s role at TIAA?
Kristen Duncan, Crpc™ is listed as Wealth Advisor at TIAA.
Where is Kristen Duncan, Crpc™ based?
Kristen Duncan, Crpc™ is based in Dallas-Fort Worth Metroplex, United States, United States while working with TIAA.
What companies has Kristen Duncan, Crpc™ worked for?
Kristen Duncan, Crpc™ has worked for Tiaa, Bank Of America Merrill Lynch, Els Vision Wealth Management, Glp & Associates, and Bbva Compass.
Who are Kristen Duncan, Crpc™'s colleagues at TIAA?
Kristen Duncan, Crpc™'s colleagues at TIAA include Merit Trueman, Marc Palpacuer, Juan Cardona, Brian Donoghue, Cfp®, and Karen Kinnison.
How can I contact Kristen Duncan, Crpc™?
You can use AeroLeads to view verified contact signals for Kristen Duncan, Crpc™ at TIAA, including work email, phone, and LinkedIn data when available.
What schools did Kristen Duncan, Crpc™ attend?
Kristen Duncan, Crpc™ holds B.S. Business Administration, Operations Management, Industrial Engineering Technology from University Of Dayton.
What skills is Kristen Duncan, Crpc™ known for?
Kristen Duncan, Crpc™ is listed with skills including Sales, Public Speaking, Financial Services, Series 63, Mutual Funds, Social Media Marketing, Investments, and Social Media.
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