Bradley Ducoat(Principal, Owner, CEO) Bradley is a Registered Investment Advisor and Chief Portfolio Manager for The Ducoat Financial Group. A member of the Financial Planning Association, Bradley specializes in Personal and Corporate asset management, Qualified Retirement Plans, Defined Benefit Plans, and General Financial Planning. Bradley's has been registered with the State of Florida as a Registered Investment Advisor Since 1998 as well as a Life Insurance and Annuity agent .
Susan M. Ducoat CPA (Tax Advisor) Susan brings to the table over 21 years of corporate and individual tax advice and planning experience. She is available for consultation on tax planning, qualified retirement, as well as pension planning. Susan Ducoat is not an employee of The Ducoat Financial Group. All accounting services are offered through her own accounting firm Susan Ducoat CPA PPLC.
THE DUCOAT FINANCIAL GROUP IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED ON THIS WEB SITE IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT OR SERVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED.