• Duke Energy

Financial Planning for Duke Energy Employees

We believe that comprehensive financial planning must look at the whole picture and integrate objective advice on company sponsored benefits. This holistic approach to financial planning strives to add clarity for both current employees and retirees around the country.

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Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals. For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:

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  • Duke Energy Retirement Savings Plan
  • Pensions: Final Average Pay & Cash Balance
  • Restricted Stock Units (RSUs)
  • InvestorDirect Choice Plan
  • Retirement Affordability and Tax Planning Opportunities
Schedule a Meeting

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

Financial Planning

Tax Planning & Preparation

Investment Management

Estate & Gift Planning

Insurance Planning & Risk Management

Family Office
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A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As a Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Meet the Team

Sarah DeCamp

Partner

Andrew Fairman

Partner

Patrick Morrow

Partner

Carson Shadowen

Partner

Erin Pentz

Partner

Kevin Sasena

Senior Principal
Erin Pentz
At Cerity Partners, we believe that true financial security comes from understanding the full scope of your benefits and opportunities. By focusing on your Duke Energy benefits and aligning them with your broader life goals, we bring clarity and direction to your financial decisions. Our approach is about empowering you with knowledge and confidence as you navigate your financial future. ”

Erin Pentz, AWMA®, Partner

Schedule a Group Benefits Education Session

Cerity Partners offers group benefits sessions to help you and your colleagues understand, appreciate, maximize your Duke Energy benefits, so that you can stay focused at work and build your confidence in your overall financial plan. Topics can be customized to fit the needs of specific employee demographics. Common topics include:

  • Retirement & Pension Plans
  • Long-Term Incentive Plans
  • RSU’s & Stock Options
  • Duke Energy Benefits
Learn More

Cheryl Donaldson

Senior Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Economic and Market Outlooks

Video: June 2025 Economic & Market Outlook

June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.

Adam Sandler

Senior Principal

Individuals and Families

Private Placement Life Insurance

June 26, 2025 - The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance.…

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Cerity Partners is not contracted with, endorsed by or affiliated with Duke Energy.

Please read important disclosures here.

Executive Financial Counseling >

Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.

Tax Planning & Preparation >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Estate & Gift Planning >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while minimizing tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Insurance Planning & Risk Management >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Investment Solutions >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Family Office >

Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family's prosperity.

Specialized Financial Planning Advice for Duke Energy

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Patrick Morrow's headshot

Patrick Morrow

Partner

Specialized Financial Planning Advice for Duke Energy Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

or

Call us: (212) 202-1810

Call us to Schedule: (212) 202-1810

Book your meeting

This call is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Patrick Morrow

Partner

Patrick Morrow's headshot

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