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Lizzie Kline

Associate Advisor

Lizzie Kline joined Duncan Financial Group in July of 2024 as an Associate Advisor. She brings over 5 years of experience in the financial services industry. Lizzie supports all her clients’ financial goals by providing tailored advice and assistance. She collaborates with her senior advisors to develop and implement financial strategies, prepares reports, and manages client relationships.

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Lizzie earned her degree in Economics at the University of Connecticut, where she was Captain of the UConn Volleyball Team her Sophomore, Junior, and Senior years. She currently holds FINRA Series 7, 66, and the SIE.

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