Duke Marsh, CFP®, CIMA®

Director, WPWG Financial Advisor, RJFS |

As a financial professional with more than 34 years of experience, Duke finds great satisfaction in applying his extensive industry knowledge to help his clients pursue the financial goals they have for themselves and their families.

His expertise includes all aspects of wealth management, including financial planning, asset allocation, retirement and estate planning, business succession planning, multigenerational wealth transfer and charitable giving strategies.

Duke earned a bachelor’s degree in economics from Rollins College and began his career with Merrill Lynch in 1977. He later moved to Loeb Rhodes Hornblower, which became Shearson, Smith Barney and ultimately Morgan Stanley, where Duke served as first vice president/financial advisor. He joined Raymond James in 2013.

Active in his community, Duke is a member of the Rollins College Hall of Fame Committee and the Winter Park Rotary Senior International Committee. He also serves as the finance and endowment chair for All Saints Church.

Duke was born in Denver and raised in Winter Park, where he lives today with his wife, Laura. In his free time, he enjoys golf and participating in various charities through All Saints Church and the Winter Park Rotary Club.

CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.