Matthew Duncan joined The Duncan Group at Baird in 2019 following Baird’s acquisition of Hilliard Lyons, where he had been a valued member of the Barrett Duncan & Duncan Wealth Advisory Group since 2004. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and further enhanced his industry knowledge through the Securities Industry Institute® at The Wharton School of the University of Pennsylvania, a three-year program bringing together financial professionals for advanced study.
Matt earned a degree in entrepreneurship from Indiana University’s Kelley School of Business, where he was twice awarded the Glaubinger Entrepreneurship Scholarship and recognized by The National Society of Collegiate Scholars for his academic achievement, leadership, and service.
Matt and his wife Megan live in Indianapolis with their six children. He enjoys relaxing with his family, wake-boarding, and coaching soccer.
Holders of a Certified Plan Fiduciary Advisor (CPFA) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.