In his work with Morgan Stanley in Fort Myers, Jason Duke, CFP®, focuses on building long-term relationships by putting his clients and their financial goals first. Those relationships, he says, make his job as enjoyable today as it was when he started 16 years ago.
“My practice focuses on retirement and estate planning and working with clients across several generations,” he says.
Duke believes strongly in giving back and has volunteered for a number of organizations, and he’s served on various nonprofit boards and committees. As a Florida native and avid outdoorsman, Duke believes that water quality is key to the economy and way of life in Southwest Florida and across the state.
What’s the best piece of advice you’ve ever been given?
A former mentor would always tell me, “Live off your worst month.” And my father would often tell me, “Change happens when the pain of staying the same becomes greater than the pain of change.”