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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 designation and 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and related Morgan Stanley entities from 2002 to the present. Outside of his advisory role, he operates Duntley Investment Management, LLC for tax purposes and is engaged in the sale of fixed insurance products as an independent contractor. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach includes advisor-led consulting, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic and adaptive investment strategies.
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