Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Duncan P
Series 63, Series 66
Bowling Green, KY
Fidelity
Duncan Paul is an Executive Planning Consultant at Fidelity Investments. In his role, he collaborates with high-level employees to plan and manage their employee benefits, provide investment guidance, and offer comprehensive planning support. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Solutions Representative, Fixed Income Specialist, and Benefits and Planning Consultant in Executive Services before assuming his current position in 2025. Duncan holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Duncan is interested in family activities, fitness, music, parenthood, and snowboarding.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters