Charles M. Roberts Jr., CFP®
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Steadiness

It comes from experience

J. Rodney Duckworth Jr.

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI
  • WV

J. Rodney Duckworth Jr.

Recognized as an industry leader:

  • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

J. Rodney Duckworth Jr.

440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

J. Rodney Duckworth Jr.

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI
  • WV

Recognized as an industry leader:

  • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

rodney.duckworth@ubs.com
J. Rodney Duckworth Jr.
440 Monticello Ave,Norfolk,VA,23510

Susan Waters

Senior Client Associate

Registered States:
  • FL
  • GA
  • KY
  • MD
  • NC
  • NJ
  • TX
  • VA

Susan Waters

440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

Susan Waters

Senior Client Associate

Registered States:
  • FL
  • GA
  • KY
  • MD
  • NC
  • NJ
  • TX
  • VA
440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

susan.waters@ubs.com
Susan Waters
440 Monticello Ave,Norfolk,VA,23510

Katelin Shield

Client Associate

Registered States:
  • FL
  • MD
  • NC
  • NJ
  • PA
  • VA

Katelin Shield

440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

Katelin Shield

Client Associate

Registered States:
  • FL
  • MD
  • NC
  • NJ
  • PA
  • VA
440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

katelin.shield@ubs.com
Katelin Shield
440 Monticello Ave,Norfolk,VA,23510

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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