Duncan Zahringer is a Certified Financial Planner® (CFP®) and Certified Exit Planning Advisor™ (CEPA™) with the Alex Brown Founders & Partners Advisory Group within Raymond James. He focuses on guiding entrepreneurial clients through pivotal transitions such as the sale of a business. Drawing on his real-world private equity experience, Duncan brings a practical, hands-on perspective to each engagement—an approach anchored by his JD/MBA from the University of Miami (with a focus on Computer Information Systems and Business Technology) and his Bachelor of Science in Psychology from the University of Florida.
Before joining the financial services industry, Duncan spearheaded a successful turnaround of a large substance abuse treatment facility in West Palm Beach. In his early role as General Counsel, he handled complex lawsuits and regulatory matters, structured insurance and real estate negotiations, and resolved high-stakes disputes with major insurance carriers. Later, as CFO, he led the company to strong financial performance, expanding from a small team to several hundred employees. The company now provides care to thousands of patients each year.
Having a bona-fide operational background differentiates Duncan. His experience in legal, risk management, financial analysis, and strategic planning translates directly into the comprehensive exit planning process.
Fluent in Spanish and attentive to the unique needs of each client, he provides tailored solutions that help entrepreneurs optimize their exit, safeguard their legacy, and achieve lasting financial security.
Outside of work, Duncan enjoys spending time with his wife and three kids.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.