Brian Duffy
CFP®, RICP®
Wealth Manager
Brian Duffy brings decades of financial experience to his role as a trusted Financial Advisor at Raymond James. With a career spanning over 35 years, Brian has guided countless clients toward their financial goals, helping them navigate complex financial landscapes with confidence.
Brian is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. To earn this professional designation, he had to complete the rigorous CFP Board-approved coursework, pass multiple demanding exams, and meet stringent experience requirements. Brian also adheres to the professional Code of Ethics for this designation, along with fulfilling annual continuing education requirements to remain aware of current planning strategies and financial trends.
Brian was named to the 2026 edition of the Forbes list of Best-in-State Wealth Advisors.
His commitment to integrity, transparency, and client-centric service has earned him a stellar reputation in the industry. Brian firmly believes that building strong client relationships is the cornerstone of successful financial planning. He takes the time to understand each client’s unique needs, aspirations, and challenges. Brian finds immense satisfaction in passing on his knowledge to the next generation. Working closely alongside his son, Timothy J. Duffy, they form a dynamic team that combines experience with fresh perspectives. Together, they grow the business, with a goal to ensure a legacy of financial excellence.
As an avid supporter of his alma mater, the University of Washington Huskies, Brian can be found cheering on the football team at Husky Stadium and celebrating basketball victories. Brian’s loyalty to the Huskies runs deep, and he has actively served on the UW Tyee Board and was a member of the Tyee Council for 36 years.
Brian plays golf regularly with friends at Rainier Golf and Country Club during Seattle’s warmer spring and summer months. When he ventures down to his home in the desert, he tees off at the prestigious Toscana Country Club. You may also find Brian walking Lincoln Park with his dog, Champ or entertaining friends on his boat in the Puget Sound with his wife, Andrea.
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
