Duke N. Tran
President, Financial Advisor
Duke N. Tran is the founder of Duke Wealth Management and has more than 20 years of professional experience in investments and financial planning. He works with individuals and corporate investors to help them coordinate every aspect of their financial landscape, including taxation, investments, insurance, financial, and estate planning. His career began with Merrill Lynch in 1999. A decade later, he joined RBC Wealth Management before expanding to Duke Wealth Management to better meet the needs of his clients.
For five consecutive years, Duke has been named a Five Star Wealth Manager* in Texas Monthly magazine. A native of Dallas, he is a graduate of Baylor University. Away from the office, Duke golfs, travels, and spends time with his wife and family.
*2014-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in July 2022 based on data gathered within 12 months preceding the issue date. 4039 advisors were considered, 330 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Gentry Moore, AIF®, CPFA
Partner, Financial Advisor – Retirement Plan consultant
Gentry P. Moore has been in the financial services industry since 2004. She is passionate about developing wealth strategies for both individual and corporate client needs. She focuses on a goals-based wealth management approach, including planning for retirement, education, legacy, and other life goals. Gentry possesses strong working knowledge of all goals-based wealth management planning resources, remaining current on industry rules, standards, and best practices.
She also specializes in working with plan sponsors in need of qualified & non-qualified retirement planning, wealth management, and tax advantaged distribution income strategies for their companies and employees. Gentry serves companies that need the support of a professional with fiduciary experience and has earned the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies. Gentry aims to empower individuals to make successful investment decisions based on useful and practical information. With her extensive experience in participant communication, she strives to engage with and educate employees to make informed decisions about their retirement assets. She is a graduate of Oklahoma State University.
Bryan K. Bracchi, AIF®
Vice President, Financial Advisor – Retirement Plan consultant
Mickey Belt, FSCP®
Risk Management Consultant, Protection Products
With a consultative approach, Mickey enjoys helping others realize and achieve their goals. Specializing in asset protection protection through life insurance, long-term care and disability solutions
Annie Ferreira
Case Manager – Insurance
Annie joined in 2015 as a new business associate in the Insurance department. In 2018, Annie became a case manager. In this role, she manages and expedites insurance cases through the underwriting stages to ensure a smooth process, as well as troubleshoots underwriting issues and communicates case status to advisors. She grew up in Michigan and earned a BA in history at a small liberal arts college. Immediately after graduation, she moved to Waltham to get her MA in international affairs with a concentration in national security studies from Brandeis University. Annie is a musician and ran an open mic at a local bar for a few years. She also loves board games, card games, and pub trivia. She enjoys trying new restaurants, watching football and movies, and spending time with family and friends.
Sonya Ellis
Receptionist