Duke and Duke Wealth Management LLC

Phillip Lorenzon is a financial advisor with Duke and Duke Wealth Management LLC in Doylestown, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Secure Retirement Strategies, LPL Financial, and The Prudential Insurance Company of America. Duke and Duke Wealth Management LLC provides investment advisory and portfolio management services primarily to individual clients, managing approximately $45 million across about 200 accounts. The firm emphasizes a non-discretionary investment approach with long-term holdings and tailors recommendations based on clients’ financial situations and risk tolerances.

David Morrison is a CFP® with seven years of industry experience, currently serving as an advisor at Duke and Duke Wealth Management LLC. His prior experience includes roles at Fidelity Investments and The Vanguard Group, Inc. Before entering the financial industry, he worked in the William Penn School District. Duke and Duke Wealth Management LLC provides investment advisory and portfolio management services primarily to individual clients, managing approximately $45 million across 200 accounts. The firm operates mainly on a non-discretionary basis, focusing on long-term holdings and tailoring investment recommendations to clients’ financial situations and objectives.

Jesse Danielson is a CFP® professional with nine years of industry experience, currently serving at Duke and Duke Wealth Management LLC since 2024. His prior roles include positions at The Vanguard Group, Raymond James & Associates, and D.K. Brede Investment Management. Outside of advisory work, he is self-employed as a delivery driver in Wayne, PA. Duke and Duke Wealth Management LLC provides investment advisory and portfolio management services primarily to individual clients, managing approximately $45 million across 200 accounts. The firm focuses on a non-discretionary investment approach with tailored recommendations and periodic reviews.