Kathleen Duncan, AAMS®

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Vice President – Investments
Wise Wealth Advisors
2585 Huntcliff Ln
Panama City, FL 32405

kathleen.duncan@benjaminfedwards.com
Phone: 850-769-7053


OVERVIEW

Drawn by their client-centered approach to financial services, Kathleen Duncan joined Benjamin F. Edwards & Co. in 2011 as a financial advisor when she helped open the Panama City office—the firm’s first office in the state of Florida. She is a member of the Wise Wealth Advisors team and started her financial services career in 1997 with A.G. Edwards & Sons.

She enjoys meeting with clients and their families, and developing long-term relationships that last for generations. As part of the Wise Wealth Advisors team, Kathleen uses her years of experience to provide investment research, construct portfolios and to guide clients on the road to financial success.

Kathleen received her ACCREDITED ASSET MANAGEMENT SPECIALIST℠, or AAMS®, designation from the College for Financial Planning in 2000. In addition, she earned an Associate in Arts degree from Gulf Coast State College and is currently pursuing a degree from Florida State University in Interdisciplinary Social Sciences.

Kathleen is married and has two sons. She enjoys traveling and Florida State Seminole Football.

What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.