Steve Duncan

Steve Duncan Email and Phone Number

Senior Vice President Financial Advisor @ Baird
Indianapolis, IN, US
About Steve Duncan

Steve earned his bachelor's degree in finance from Indiana University in 1969 and ABA graduate banking study degrees from Oklahoma University and the University of Chicago. Prior to joining Baird in 1995, he spent 25 years in banking. Presently he is a Registered Investment Advisor Representative and holds life and long-term care insurance licenses.He is the past president of the Indiana Bankers Lending Association. Over a 20-year period, he has taught courses in finance, lending and investments at the University of Indianapolis and Indiana University. He offers clients a wealth of experience in varied financial services.Married with four children and eleven grandchildren. He enjoys spending time fishing, playing with grandchildren, and traveling with his wife. Steve's family is a past winner of the Madison County Mental Health Association's Family of the Year award. He has served on the board of directors of Big Brothers of Indianapolis, Madison County Urban League and Madison County Junior Achievement.

Steve Duncan's Current Company Details
Baird

Baird

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Senior Vice President Financial Advisor
Indianapolis, IN, US
Steve Duncan Work Experience Details
  • Baird
    Senior Vice President Financial Advisor
    Baird
    Indianapolis, In, Us
  • Baird
    Senior Vice President Financial Advisor
    Baird Oct 2019 - Present
    Indianapolis, Indiana Area
    Steve earned his bachelor's degree in finance from Indiana University in 1969 and ABA graduate banking study degrees from Oklahoma University and the University of Chicago. Prior to joining Baird in 1995, he spent 25 years in banking. Presently he is a Registered Investment Advisor Representative and holds life and long-term care insurance licenses.He is the past president of the Indiana Bankers Lending Association. Over a 20-year period, he has taught courses in finance, lending and investments at the University of Indianapolis and Indiana University. He offers clients a wealth of experience in varied financial services.Married with four children and nine grandchildren. He enjoys spending time fishing, playing with grandchildren, and traveling with his wife. Steve's family is a past winner of the Madison County Mental Health Association's Family of the Year award. He has served on the board of directors of Big Brothers of Indianapolis, Madison County Urban League and Madison County Junior Achievement.
  • Hilliard Lyons
    Senior Vice President | Financial Consultant | Chartered Wealth Advisor
    Hilliard Lyons Mar 1995 - Oct 2019
    Securities and Investment advisory services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), a Registered Broker-Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit my Hilliard Lyons website or Hilliard.com for states in which I am registered. For additional disclosures, please visit http://disclosures.hilliard.com.
  • Citizens Banking Company
    Vice President
    Citizens Banking Company Jan 1979 - Feb 1995
    V.P. Consumer Lending - V.P. Marketing - V.P. Compliance & Asset Allocation.
  • National Bank Of Greenwood
    Lending Officer
    National Bank Of Greenwood Sep 1970 - Dec 1978
    Ast. V.P. Consumer and Mortgage Lending

Steve Duncan Skills

Estate Planning Portfolio Management Investment Strategies Investments Business Analysis Credit Series 7 Retirement Planning Wealth Management Wealth Management Services

Steve Duncan Education Details

Frequently Asked Questions about Steve Duncan

What company does Steve Duncan work for?

Steve Duncan works for Baird

What is Steve Duncan's role at the current company?

Steve Duncan's current role is Senior Vice President Financial Advisor.

What is Steve Duncan's email address?

Steve Duncan's email address is sd****@****ard.com

What is Steve Duncan's direct phone number?

Steve Duncan's direct phone number is +131746*****

What schools did Steve Duncan attend?

Steve Duncan attended Indiana University Bloomington, University Of Oklahoma.

What are some of Steve Duncan's interests?

Steve Duncan has interest in Children, Civil Rights And Social Action, Education, Environment, Arts And Culture.

What skills is Steve Duncan known for?

Steve Duncan has skills like Estate Planning, Portfolio Management, Investment Strategies, Investments, Business Analysis, Credit, Series 7, Retirement Planning, Wealth Management, Wealth Management Services.

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