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Donald L. Waite, CRPC®

Director, Financial Wellness Services / Chartered Retirement Planning Counselor / Investment Advisor Representative

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Don Waite joined Duncan Financial Group, LLC, in January 2015. Don brings over 40 years of real-world business and financial experience to his role as an Investment Advisor Representative at Duncan Financial Group. As Director of Financial Wellness Services, Mr. Waite leads a team of Duncan employees who are Specialists in developing, presenting, and implementing their Employee Worksite Financial Wellness Program.

Don currently holds FINRA Series 6, 7, 63, and 65 licenses. He obtained the Chartered Retirement Planning CounselorSM designation in 2016 from the College for Financial Planning. He is a licensed Financial Advisor in PA, WV, OH, NY, CT, WI & FL and also, a licensed Insurance Agent in PA & OH. His degree is in Business Administration.

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