Donald D. Duncan
MBA, CFP®, CFA®, CPA/PFS, CSEP
Financial Advisor / Managing Director
Don is a financial advisor and managing director in Savant’s Santa Fe, Chicago, and Downers Grove offices, is a member of the Executive Team, and has a membership interest in Savant. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Don formulates and coordinates effective planning, investment and tax strategies to help clients Build their Ideal Future. He focuses on high income and/or $1 million net worth clients.
Don has been involved in the financial services industry since 1980. He began his career with a 16-year stint at a global financial services company, ultimately managing over $8 billion in various portfolios and serving as a member of the division’s risk management team. Don brings an evidence-based, risk management oriented, institutional perspective to investment management. He served as the founder of D3 Financial Counselors, and its predecessor firm, from 1997 until it joined with Savant in 2018. At D3, Don trademarked the slogan, "We help smart people make smarter financial decisions."™
Don earned a bachelor of science degree in finance, operations management, and human resources management with a minor in economics from Illinois State University. He earned a master of business administration degree in marketing from DePaul University.
Don is a CERTIFIED FINANCIAL PLANNER™ professional and attained the Chartered Financial Analyst® (CFA®) designation. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential, issued by the American Institute of Certified Public Accountants (AICPA), and is a Certified Specialist in Estate Planning® (CSEP). He is a member of the National Association of Personal Financial Advisors (NAPFA) and taught financial planning at DePaul University and portfolio management at Lewis University. He is a past chairman of the Illinois Financial Planning Association, has served on the NAPFA Midwest board, and has served as chairman of the Downers Grove Chamber of Commerce.
Don and his wife Cindi have five children and split their time between Chicago and Santa Fe. He enjoys outdoor activities, especially backpacking, fishing, hiking, bike riding, and traveling to new places.
Don joined Team Savant in September 2018 when D3 Financial Counselors merged with Savant.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.