David S Duncan, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

301-309-2630 | Email |

For over 33 years, Dave has educated and advised individuals, families and nonprofit organizations on ways to preserve and grow wealth. He guides his clients through a personalized investment process designed to help each client identify and achieve their financial goals. Dave believes that consistency, stability, and good service build confidence, trust, and long-term relationships.

Dave received RBC Wealth Management’s internal, professional designation of Accredited Wealth Manager (AWM). The Accredited Wealth Manager program is designed to provide financial professionals with training in advanced wealth management strategies and is offered exclusively by RBC Wealth Management to a select group of its Financial Advisors. This advanced-level program builds on the fundamentals of wealth management with a focus on estate planning services, insurance solutions, advanced investment strategies and business succession planning.

He is a member of the firm’s Senior Consulting Group, which recognizes financial advisors for their achievement in building and maintaining consultative, fee-based businesses and discretionary, fee-based client/individual portfolio management practices. Dave is also a member of RBC Wealth Management’s prestigious Chairman’s Council, which recognizes the top 150 financial advisors at the firm. He currently holds the Series 7, 31, 63 and 65 securities licenses, along with multiple state insurance licenses.

Dave is committed to community service and dedicates himself to philanthropic work. He has served as a board member of multiple non-profit organizations, a Big Brother volunteer and a dedicated volunteer with his church youth group. During this time, he supervised many high school trips to both inner city locations as well as abroad. Dave has coached youth sports for over 20 years. Dave grew up in New Jersey and now lives in North Potomac with his wife, Valerie. Dave takes great pride in his family including three daughters, son, grandniece and grandson.

Lisa Carpenter

Senior Investment Associate

301-309-2612 | Email
301-309-2681

Lisa ensures that our clients receive the best possible service. She will provide a quick response and be certain that the appropriate member of our team responds to your inquiry. She has worked in the financial field for more than 18 years. She currently holds the Series 7, 63 and 65 securities licenses. Lisa has served on RBC Wealth Management’s first Client Associate Advisory Group. She is also a mentor to other client associates.

Lisa is dedicated to her church. She works with the youth groups of all ages, teaches Sunday school, leads local service trips, and serves on several boards. Lisa lives in Olney, Maryland with her husband, Andy. Lisa and her husband have two daughters, two sons-in-law, and two greatly adored grandchildren. When not volunteering, she enjoys large scale home remodeling projects.

Cameron Duncan

Registered Client Associate

301-309-2633 | Email
301-309-2681

Joining RBC Wealth Management in January, 2014, Cameron is the newest member of the team. He has both the Series 7 and 66 securities licenses. As Dave’s son, Cameron has the same commitment to building strong client relationships and providing well-informed, individually tailored advice. Cameron’s certifications and commitments extend beyond the financial world. He is certified in Wilderness Advanced First Aid and CPR, and has EMT training. Cameron enjoys travel, and has visited Ireland, South Africa, England, India, Puerto Rico and Nicaragua. He has taught at a school in Peru, backpacked in the Himalayas, and rafted down the Ganges River. When not immersed in investments, Cameron is wrapped up in all things Redskins. As a former blogger and social media intern for Ball Hogs Radio, he always enjoys talking football.