Matt Duncan, CFA in

Matt Duncan, CFA

Questioner · DISC type c
Director of Financial Planning at Aptus Financial
📍 Little Rock, Arkansas, 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
Director of Financial Planning
Job Level
Mid-senior
Location
Little Rock, Arkansas, United States
Personality Overview

How Matt shows up

Not Easily Convinced
Price-Sensitive
Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Priorities

Topics Matt cares about

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

Work history

7-2018
Director of Financial Planning
Aptus Financial
6-2000 - 6-2018
Managing Director - Research Analyst
Stephens Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 2000
BS
University of Arkansas
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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