Duncan Sullivan, CFP®
Financial Planning Analyst
704-733-6896
Duncan.Sullivan@CarnegiePW.com
Duncan finds it rewarding to ensure the client has a smooth and pleasant experience whether onboarding to start a new relationship or modifying an existing one. From the first time he learned what compound growth was, he knew he wanted to work with investments. Duncan enjoys sharing his passion for long-term investing and goal-based planning with others.
Prior to joining Carnegie, Duncan worked for First Citizens Bank for 2 years and currently holds the following licenses: SIE, Series 7, Series 63 held through LPL Financial. Duncan graduated from North Carolina State University earning his Bachelor’s degree in Business Administration with a concentration in Finance.
In his free time, Duncan enjoys playing fetch with his black lab Hewie, spending time on the water during the summer, and cheering on the Carolina Hurricanes.
EDUCATION & PROFESSIONAL EXPERIENCE
- North Carolina State University
- First Citizens Bank
LICENSES
- SIE through LPL Financial
- Series 7, and 63 held through LPL Financial
EXPERIENCE
- 3 years of industry experience
OUTSIDE INTERESTS
- Spending time with his black labrador retriever, Hewie
- Spending time on the water
- Cheering on the Carolina Hurricanes