Scott Duncan, CFP®, CLU®, ChFC®

Senior Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Scott is senior vice president and financial advisor based out of Oklahoma City, Oklahoma.

CAPTRUST welcomed Scott in 2021. He brings extensive experience in comprehensive financial advice to our team. Scott specializes in individual, family, and multi-generation planning, wealth, tax and estate planning, family governance, leadership transition, philanthropic strategies, and insurance planning.

Scott joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as a senior wealth advisor. Prior to joining Covenant, he founded the registered investment advisory firm, Covenant Financial Services. Scott earned a Bachelor of Arts degree in social sciences from Oklahoma Baptist University and a Master of Science degree in financial services from the American College.

In his free time, Scott collects art and 18th-century American antiques and currently serves as the editor of the Pewter Collector’s Club of America newsletter. He has a passion for mountain biking and puts in about a thousand miles per year on his road bike to stay in shape. Scott and his wife, Debra, have a grown son and daughter and six grandchildren who all live within a five-minute drive from their home.

Education

  • Bachelor of Arts degree in social sciences from Oklahoma Baptist University
  • Master of Science degree in financial services from the American College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant®

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