• Duane Chaney, CFP®, AIF®

    CERTIFIED FINANCIAL PLANNER™

    Associate Vice President, Investments

Duane is originally from the Washington DC metro area and graduated from the College of Business at Frostburg State University with a bachelor’s degree in business finance. Upon graduation, he started his career at one of the largest insurance and financial planning firms in the DC area, where he worked with successful business owners and retirees to help them solve complex financial issues.

Duane moved to Florida in 2004 to continue his career with Raymond James in Fort Myers, FL. Duane earned his CERTIFIED FINANCIAL PLANNER™ designation in 2012 and his Accredited Investment Fiduciary designation in 2021.

In 2009, Duane founded Madisen’s Match, a charity tennis event that was started after his 3-year-old niece, Madisen was diagnosed with an inoperable brain tumor. Since 2009, Madisen’s Match has raised over

$1.3 million to support national and Southwest Florida based pediatric oncology charities.

In 2020, Duane was awarded “Community Service Award” by Invest In Others Foundation. Invest In Others recognizes financial advisors across the country who go above and beyond to support non-profits in their communities. To learn more, please visit www.investinothers.org

In his spare time, Duane enjoys playing tennis, skiing, boating, and spending time with his wife Jessica, and their Golden Pyrenees Stella.

Reach out to Duane if you are looking for a financial professional who can build a comprehensive plan around insurance, investments, tax strategies, estate planning, and overall financial planning. He will coordinate with your team of advisors and values the personal service that he gives to each of his clients.

 

 

Raymond James is not affiliated with and does not endorse Madisen's Match.

The Invest in Others (IiO) Awards program recognizes financial advisors who lend their time and talents to support nonprofits helping to make a difference in people’s lives. Through the five award categories -- Catalyst, Community Service, Emerging Impact, Lifetime Achievement and Volunteer of the Year -- the IiO Awards honor financial advisors who have contributed to their causes in significant ways. Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both the nonprofit and the community it serves. This ranking is based upon the period from 1/1/2020 to 12/31/2020 and was released July 2021.

This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Invest in Others.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.