Laird Duncan, CHFC® CLU®

Wealth Advisor



610-520-1500 x 169


(CHFC) Chartered Financial Consultant

(CLU) Chartered Life Underwriter

Laird has been continuously licensed since 1974.  He currently holds the series 7, 63, and 66 registrations through LPL Financial as well as his Life, Health, and Variable Annuity licenses.  He is a graduate of Old Dominion University with a degree in Business Administration with a concentration in Economics.  He also has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College.

Laird is passionate about working with clients to help them address their financial needs and plan for the future.  He will look at your entire financial picture, including cash reserves and debt management, investments, protection, and taxes.  He will do this by asking the right questions and listening closely to your answers.  He gains tremendous satisfaction in knowing that his clients can be more confident about their financial futures.  Laird’s efforts have been recognized with the 5 Star Wealth Manager award for 2015 and 2016.

He has been a volunteer member of the West Whiteland Township Municipal Services Commission since 1982 and the West Whiteland Township Pension Advisory Board since 2009.  He currently serves as Chairman of both.  He is also an active member of the local chapter of Audi Club North America.

In his spare time Laird enjoys camping, kayaking, photography, cooking, and wine tasting as well as collecting old cameras and fine wines.

Laird has lived in Exton, West Whiteland Township since 1981 and currently shares his home with Squeaky, a tan and cream rescue cat.