Duke Marsh

With more than 45 years of experience guiding clients through the complexities of wealth management, Duke brings a seasoned perspective and a deep commitment to helping individuals and families pursue their financial goals. He focuses on clients who have built significant assets through their careers, often business owners seeking thoughtful, long-term strategies.

Duke earned his bachelor’s degree in economics from Rollins College and holds multiple securities licenses, including Series 7, 63 and 65. His career began at Merrill Lynch in 1977, followed by more than three decades with Smith Barney/Morgan Stanley before joining Raymond James. He prioritizes transparency and education, ensuring clients understand the “why” behind every portfolio decision.

Duke believes clients value his ability to explain complex concepts clearly and his dedication to putting their interests first. His approach centers on building wealth over time with an acceptable risk profile, fostering trust that spans generations.

Outside the office, Duke enjoys golf, travel and community involvement. He has been active in Rotary, Rollins College initiatives and charitable organizations, and currently serves on the finance and endowment committees at his church. Originally from Denver, Colorado, Duke has called Winter Park, Florida, home since 1960. He and his wife, Laura, have two grown children, Naveed and Omar.

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