Our Team

Our Team

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

Bryan K Bracchi brings over 20 years of experience to the team at Duke Wealth Management. He began his career in 2000 with Principal Financial Group helping employers and individuals to improve their retirement plan outcomes. Bryan also spent over a decade working at Oppenheimer Funds and Franklin Templeton Investments, helping institutions across the country improve their investment menus. Prior to joining the financial services industry, he was a Field Artillery Officer and paratrooper in the United States Army’s historic 82nd Airborne Division.  
Bryan is passionate about helping individuals, families and corporations reach their financial goals!  He works with each client to tailor a plan specific to their needs. He seeks first to understand each client’s needs and then help to build, implement, and monitor their investment strategy on an ongoing basis. Bryan believes deeply in empowering his clients to be able to reach their goals so that they can spend their time doing what they truly love.  
Bryan grew up in Plano and is a graduate of Auburn University where he was a member of the varsity swim team. He and his family are active members at St. Andrew Methodist in Plano. In his free time, Bryan is a private pilot, avid runner and also enjoys snowboarding and cheering on and coaching his kids sports teams!

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