David V. Duncan, CFA®

David V. Duncan, CFA®

Financial Advisor

Dave has more than 30 years of experience working in the financial services industry in the Delaware Valley. Prior to joining IWS, Dave was the director of research for a wealth management services company with more than $1 billion in assets and an equity portfolio manager where he managed equity portfolios of more than $200 million for individuals and institutions. 

Dave believes in trust, honesty, integrity, and always putting the client’s interests first. As a financial planner with IWS, with extensive knowledge of the financial markets, Dave works with clients to set and achieve their larger financial goals through investment planning, retirement planning, and risk management. In addition to his extensive experience, Dave has earned the Charter Financial Analyst® (CFA®) designation. The CFA® designation is regarded by most to be the key certification for investment professionals, especially in the areas of research and portfolio management.

Dave is a Penn State alumnus who enjoys spending time with his family, playing tennis, and taking weekend adventures on his motorcycle.