Miguel Duarte

MIGUEL (MICHAEL) DUARTE<br/><sup>FINANCIAL Associate</sup><br/>

MIGUEL (MICHAEL) DUARTE
^{FINANCIAL Associate}

Working alongside your advisor to make financial planning approachable, understandable, and empowering.

WHAT MAKES ME DIFFERENT

“Growing up, investing and long-term wealth were never part of the conversation, not because my parents didn’t care, but because that world was never opened to them.”

That gap is what drove me to pursue a career in financial services, to assist with closing that gap for our clients, and to work alongside your advisor to make financial planning approachable, understandable, and empowering.

$250M+

TEAM ASSETS MANAGED

(managed solely by advisor as of 8/6/2026)

SIE · 6 · 7 · 66

FINRA REGISTRATIONS

ASU

BS BIOLOGICAL SCIENCES

About Miguel

I'm a graduate of Arizona State University, where I earned a BS in Biological Sciences with a minor in Music.

During my academic career, I took part in research presented at various programs and symposiums, working alongside professionals from Arizona State University, Johns Hopkins University, North Carolina State, the University of Wyoming, and a researcher from the Smithsonian.

That work sharpened my ability to evaluate and analyze data - a skill set I've carried directly into my current role, where I rely on evidence-based decision-making as I work alongside our financial advisor to help clients build toward their goals.

I hold FINRA SIE, Series 6, Series 7, and Series 66 registrations, and I work alongside a financial advisor managing over $250 million in assets (as of 8/6/2026).

We're not the right fit for everyone, but when the fit is right, we can bring a lot of value to the relationship.

As the first point of contact for our office, I bring that same care and energy to every phone call and visit; how someone is welcomed matters just as much as the advice they eventually receive.

Ready to talk about your financial future?

Schedule a no-pressure introductory call with our team's financial advisor below.

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MIGUEL (MICHAEL) DUARTEFINANCIAL Associate