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Donald D

Series 66

Tulsa, OK

Lincoln Investment

Donald Duntley is a financial advisor with Lincoln Investment in Tulsa, OK, holding a Series 66 license and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007. Duntley is also the sole member of Duntley Investment Management, LLC, an entity used for bookkeeping and tax purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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