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Steve Duncan Email & Phone Number
Senior Vice President Financial Advisor
at
Baird
1 work email found
@rwbaird.com
9 phones found area 317, 812, 502, and 808
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President Financial Advisor
Location
Indianapolis, Indiana, United States
Who is Steve Duncan? Overview
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Quick answer
Steve Duncan is listed as Senior Vice President Financial Advisor at Baird, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at rwbaird.com, phone signal with area code 317, 812, 502, 808, and a matched LinkedIn profile for Steve Duncan.
Steve Duncan previously worked as Senior Vice President | Financial Consultant | Chartered Wealth Advisor at Hilliard Lyons and Vice President at Citizens Banking Company. Steve Duncan holds Bachelor'S Of Science, Banking, Corporate, Finance, And Securities Law from Indiana University Bloomington.
Company email context
Email format at Baird
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{first_initial}{last}@rwbaird.com
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Profile bio
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.
Listed skills include Estate Planning, Portfolio Management, Investment Strategies, Investments, and 6 others.
Current workplace
Steve Duncan's current company
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5 roles
Steve Duncan work experience
A career timeline built from the work history available for this profile.
Senior Vice President Financial Advisor
CurrentSteve 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.
Oct 2019 - Present
Senior Vice President | Financial Consultant | Chartered Wealth Advisor
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.
Mar 1995 - Oct 2019
Vice President
Citizens Banking Company
V.P. Consumer Lending - V.P. Marketing - V.P. Compliance & Asset Allocation.
Jan 1979 - Feb 1995
Lending Officer
National Bank Of Greenwood
Ast. V.P. Consumer and Mortgage Lending
Sep 1970 - Dec 1978
2 education records
Steve Duncan education
Bachelor'S Of Science, Banking, Corporate, Finance, And Securities Law
Special Field Certification, Financial Lending
FAQ
Frequently asked questions about Steve Duncan
Quick answers generated from the profile data available on this page.
What company does Steve Duncan work for?
Steve Duncan works for Baird.
What is Steve Duncan's role at Baird?
Steve Duncan is listed as Senior Vice President Financial Advisor at Baird.
What is Steve Duncan's email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Steve Duncan at Baird.
What is Steve Duncan's phone number?
AeroLeads has found 9 phone signal(s) with area code 317, 812, 502, 808 for Steve Duncan at Baird.
Where is Steve Duncan based?
Steve Duncan is based in Indianapolis, Indiana, United States while working with Baird.
What companies has Steve Duncan worked for?
Steve Duncan has worked for Baird, Hilliard Lyons, Citizens Banking Company, and National Bank Of Greenwood.
How can I contact Steve Duncan?
You can use AeroLeads to view verified contact signals for Steve Duncan at Baird, including work email, phone, and LinkedIn data when available.
What schools did Steve Duncan attend?
Steve Duncan holds Bachelor'S Of Science, Banking, Corporate, Finance, And Securities Law from Indiana University Bloomington.
What skills is Steve Duncan known for?
Steve Duncan is listed with skills including Estate Planning, Portfolio Management, Investment Strategies, Investments, Business Analysis, Credit, Series 7, and Retirement Planning.
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