Integrity is at our core.
Our capabilities go beyond our technical skills and knowledge. It’s also about embodying the values and ethics that are at the core of our firm’s culture. We believe our advisors are held to the highest standards of integrity, transparency, and fiduciary responsibility when managing your money. We’re committed to providing independent advice based on sound financial principles.
Duke N. Tran
Founder, Private Wealth 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.
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.
Five Star Wealth Manager Award, 2014-2022
For five consecutive years, Duke was named a Five Star Wealth Manager in Texas Monthly magazine. The award was created by Five Star Professional. The 2022 award was presented in July 2022 based on data gathered within 12 months preceding the issue date. 4,039 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.
Bryan K. Bracchi, AIF®
Vice President, Private Wealth Advisor – Retirement Plan Consultant
Bryan K Bracchi brings more than 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 pursue 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 enjoys snowboarding and cheering on and coaching his kids’ sports teams!
"In 2011, we worked closely with Duke to consolidate our various disparate investments with the goal of setting up a diverse portfolio aimed at achieving a comfortable retirement. From the start, Duke got to know us to understand our drivers in life so that he could refine the direction we took together. We have enjoyed his friendship throughout our relationship and when he founded his own organization in 2016, we had no hesitation in continuing our partnership with him.
Duke’s personable demeanor never distracts from his professionalism and attentiveness. He has always impressed us with quick responsiveness to queries and easy-to-understand explanations of complex market movements.
Duke and his team are an amazing combination of customer service, professional work ethic, and a solid knowledge of their business that enables them to navigate the ever-turbulent markets ensuring stability in our portfolio.”
~ B.W. and D.W.
This statement was provided on January 13, 2025, by B.W. and D. W,, who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Mickey Belt
Risk Management Consultant, Protection Products
With a consultative approach, Mickey enjoys helping others realize and achieve their goals. He specializes in asset protection through life insurance, long-term care, and disability solutions.
Karysa Swackenberg, MBA, CLTC
Financial Sales Specialist
Karysa is a Financial Sales Specialist at Ash Brokerage supporting the advisors of Commonwealth Financial Network. She has been in the insurance and financial services industry for four years, holds her life and health producer’s license, and the CLTC designation for long-term care planning. She supports advisors through incorporating life insurance, disability income, long-term care, and Medicare into well-rounded financial and retirement plans.
Karysa obtained her Bachelor’s of Science from Rutgers University while competing on the Division 1, Big 10, women’s volleyball team, and received her Master’s degree in Business Administration, from The Indiana Institute of Technology. While she is not advocating for insurance planning, Karysa has her 200hr-RYT certification and can be found teaching yoga and other fitness classes, or running with her dog, Ziggy, around the city of Fort Wayne, Indiana, where she lives.
