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Duane Oakes

MBA
SEI Private Wealth Management
Oaks, PA
New ways. New answers.

Meet Duane

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Introduction - Duane Oakes
Video Transcripts

Duane has been with SEI for 14 plus years, working directly with clients and their families, and is responsible for managing the entire client relationship. As the main point of contact, Duane is responsible for the delivery of life-oriented advice, and is viewed by clients as the primary advisor and wealth manager.

Duane graduated from the United States Naval Academy in Annapolis, earning his BS in Economics, with a minor…

Duane has been with SEI for 14 plus years, working directly with clients and their families, and is responsible for managing the entire client relationship. As the main point of contact, Duane is responsible for the delivery of life-oriented advice, and is viewed by clients as the primary advisor and wealth manager.

Duane graduated from the United States Naval Academy in Annapolis, earning his BS in Economics, with a minor in German Language. After graduation, he spent time in the United States Navy as a Naval Flight Officer and flight instructor flying the P-3 Orion aircraft on various missions over the Persian Gulf, North Atlantic, South America, Bosnia, and Somalia.

Duane holds his MBA from the University of Florida and holds, or has held, various investment and security licenses including his Series 7,63, and 65 as a Registered Investment Advisor. He is active as a Blue and Gold Recruiting Officer for the United States Naval Academy, and is a Member of the National Intercollegiate Soccer Official’s Association, the National High School Referee’s Association, and Chester County Sports Official’s Organization. He, his wife, and three children live in Downingtown, Pennsylvania.

Languages Spoken
German

Services offered

Investment management
Financial planning
Investment consulting
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Personal lending
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets

Education

MBA