Scott Duncan - One First Financial PlazaInvestment Representative
Phone: 812-238-6762 Business Philosophy Develop a working rapport with each client by reviewing their personal financial situation and substantiating their investment objectives. Create a portfolio utilizing the best platforms and optimal level of risk to help achieve those goals. Discuss the ideas to ensure the approach and investment risk are appropriate for the client. Periodically review cleint's investment progress and financial situation to adjust to their changing priorities. Personal Scott joined First Financial Bank in January of 2001 as a Trust Investment Officer. He was responsible for managing individual and institutional investment portfolios. Scott graduated from Northwestern University with a B.S. in Education, received a M.A. in Teaching from DePauw University, and a M.B.A. from Indiana Wesleyan University. He graduated from Cannon Financial Institute and earned his Accredited Fiduciary Investment Manager designation. He and his wife Mary have lived in Terre Haute for over 20 years and have three children: Patrick, Christopher, and Christine.
 About Us
|
|
|
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. The investment services offered by IPI under the name First Investment Services are in no way affiliated with or offered by First Financial Bank, nor is First Financial Bank a registered broker/dealer. Customers working with First Investment Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested. |