Duncklee & Nott was originally established by Jim Duncklee in 1989 as Jim Duncklee & Associates to serve the retirement needs of individuals and public school teachers. Jim soon realized the growing need for comprehensive financial services and engaged broker/dealer Commonwealth Financial Network® to oversee the regulatory requirements for the provision of investment services. Thanks to the support, Jim was able to focus on his steadily growing client base and their growing needs.
In 2005, Ken Nott joined the firm to help manage customer accounts and to expand analysis and research support. Ken's broadening experience and keen insight in investment opportunities led to the partnership of Duncklee & Nott in 2010.
In 2012, Ken and Jim brought Megan Bourque on board to help serve our existing clients, while also giving Megan the opportunity to work with Commonwealth to enhance the product offerings and client experience for her existing clients.
In late 2013, we moved to our current location in downtown Hallowell. We rehabilitated a historically significant building in the center of Hallowell's historic district that had been the headquarters of Hallowell's booming granite industry during the 1800s.