Duncan Miller, CFP® in

Duncan Miller, CFP®

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President and Chief Executive Officer at Legacy Wealth Management, LLC
📍 Memphis Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
33 Years
Current Role
President and Chief Executive Officer
Job Level
Mid-senior
Location
Memphis Metropolitan Area, United States
Personality Overview

How Duncan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Duncan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2022 - 2-2026
President and Chief Executive Officer
Legacy Wealth Management, LLC
7-2000
Managing Director
Legacy Wealth Management, LLC
1998 - 2000
Vice President
First Tennessee Bank
1992 - 1996
Commercial Lending Officer
National Bank of Commerce
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1987 - 1992
Bachelor of Arts (B.A.)
Washington and Lee University
1996 - 1998
Bachelor of Arts (B.A.)
Boston College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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