About Duncan Hizzey
Duncan Hizzey is a Vice President and Financial Advisor with The Oaks Group at Morgan Stanley in Westlake Village, CA. Deeply committed to building strong trusting relationships with his clients, he focuses primarily on creating and managing financial plans to help a wide range of investors achieve their unique goals.
Duncan’s process begins with a discovery meeting, which enables him to gather all relevant information of a client’s financial life and what he or she would like to accomplish. From there, he employs his analytical skills to create a comprehensive financial plan designed to help achieve specific goals within the individual’s time horizon.
As for his investment philosophy, Duncan places as much importance on mitigating undue risk as he does on accumulating wealth over time.
Duncan joined Morgan Stanley in 2019 following a highly successful 17-year career in the health care industry that required him, not only to be knowledgeable, but sensitive, compassionate and understanding. His current clients greatly value those character traits in him.
Duncan graduated from Pepperdine University with a B.S. in International Business & Finance. Born and raised in the Pacific Northwest, he now lives in Thousand Oaks with his wife, Maya, and their three daughters (Lily, Naomi, and Claire). In his free time, Duncan enjoys working in the yard, following current events, and golfing with his family.
Securities Agent: NH, LA, WI, OK, NY, MI, MD, HI, GA, UT, SD, MT, FL, CO, ND, MA, CA, AZ, AR, TX, RI, OH, TN, PA, NV, NJ, MO, MN, ME, KS, SC, IA, DE, CT, WY, NE, KY, WA, VA, NC, IN, ID, DC, IL, VT, OR, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1949120