Duke Wealth Management Employee Directory

Duke Wealth Management corporate office is located in 3838 Oak Lawn Ave Ste 1000, Dallas, Texas, 75219, United States and has 1-10 employees.

duke wealth management

duke wealth management llc

Employees by Department

Departments

Number of employees

Finance

Human Resources

C-Suite

Key Employees of Duke Wealth Management

BB
Bryan Bracchi
Vice President, Private Wealth Advisor - Retiremen...
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Duke Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Duke Wealth Management

Hundreds of professionals searching for Duke Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DT
Duke Tran
Email Direct
President & Financial Advisor
United States , Texas , Dallas

GM
Gentry Moore
Email Direct
Partner, Private Wealth Advisor - Retirement Plan Consultant, CFP, AIF, CPFA
United States , Texas , Dallas

BB
Bryan Bracchi
Email Direct
Vice President, Private Wealth Advisor - Retirement Plan Consultant
United States , Texas , Dallas

TF
Tristan Fick
Email Direct
Client Relationship Manager
United States , Texas , Dallas

Former Employees at Duke Wealth Management

Explore people who held key positions, contributed to Duke Wealth Management's success, and advanced their careers.

IB
Ira Bhat
Senior Associate at JPMorgan Chase
Worked as Client Relationship Manager & Intern
at Duke Wealth Management (2020-2021)
Email Direct
AC
Allyson Clayton
Manager at VMG Health
Worked as Operations & Client Relationship Manager
at Duke Wealth Management (2019-2020)
Email Direct

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Frequently Asked Questions Regarding Duke Wealth Management Employees

How many employees does Duke Wealth Management have?

Duke Wealth Management has 1-10 employees

Who are Duke Wealth Management key employees?

Some of Duke Wealth Management key employees are Bryan Bracchi

Where is Duke Wealth Management located?

Duke Wealth Management’s headquarters are located at 3838 Oak Lawn Ave Ste 1000, Dallas, Texas, 75219, United States

How do I contact Duke Wealth Management?

Duke Wealth Management Contact Info: Phone number: (214) 722-7515 Website: www.dukewealthmanagement.com

What does Duke Wealth Management do?

Duke Wealth Management offers comprehensive financial planning and wealth management services tailored for individuals, families, and business owners. Their team of diverse financial advisors collaborates to provide innovative solutions and holistic advice, ensuring clients' total financial wellness. They also specialize in corporate retirement ser... Read More

Is Duke Wealth Management a public company?

Duke Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Duke Wealth Management Employees