What is your favorite part about your role?
Being in the Trainee role, my favorite part about what I do is getting to sit in on client meetings and learn each client’s story. Different clients have different financial objectives and getting to see how it all works is extremely valuable.
What is the best advice you’ve been given?
The best career and life advice I have been given is to create goals and know my priorities.
What is your favorite travel destination?
Lake Como, Italy. I was able to stay in Lake Como for a weekend while studying in Europe and it was a great time!
Bio
Jaden Duncan is a financial professional trainee with Oakwood Wealth Partners. In this role, Jaden works with Lincoln’s extensive network of financial professionals, helping them with creating and implementing financial plans and solutions. He graduated from University of Colorado where he earned his Bachelor of Arts in Marketing.
Jaden, a lifelong Orange County resident, currently lives in Newport Beach. When he’s not working, Jaden enjoys golfing, watching the Rams/CU Buffs and being at the beach.