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.
*Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 5,080 Dallas/Fort Worth wealth managers were considered for the award; 630 (13 percent of candidates) were named 2014 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Client Relationship Manager
Ira Bhat recently joined Duke Wealth Management as a client relationship manager. Currently, she provides support services for the clients of Duke Wealth Management, ensuring that all client needs are met with careful attentiveness. She coordinates the management of client data, underwriting, and case prep.
Ira has experience in numerous different types of industries. Her focus with Finance has brought her to DWM. She has lived in Montreal, Toronto, Boston, Saint Louis, and now Dallas for the last 5 years. Away from the office, Ira enjoys traveling, trying new restaurants, and spending time with family and friends.
Client Relationship/Marketing Manager
Allyson joined Duke Wealth Management in early 2019 as a Client Relationship/Marketing Manager. In this role, she assists in the management of client data, underwriting and case prep, and relationship support.
Prior to joining Duke Wealth Management, Allyson worked at Bluebonnet Electric Cooperative in the Communications department. While there, she assisted in a variety of tasks ranging from research for articles and company archives to the management of social media outlets.
Discovering her passion for Business while at Southern Methodist University, she has also successfully built an online brand in the form of opening her own online business with customers from around the world.
Allyson spends her free time reading and hanging with friends. She enjoys spending time outside, traveling, and going to concerts.