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Renee D
CFP®, Series 63, Series 65
River Forest, IL
Mutual Advisors, LLC
Renee Duba is a Certified Financial Planner® with 37 years of experience in the financial services industry. She has been with Mutual Advisors, LLC since 2017 and previously worked at Stevens Wealth Management LLC, Bank of America, and Merrill. She serves as Treasurer and Director on the board of The Admiral at the Lake Foundation, a nonprofit retirement community. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment strategies.
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