Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

rowing

William "Chip" Duncan III

Vice President–Wealth Management

Financial Advisor

In addition to being passionate about what I do for my clients, I am also an avid SCUBA Diver.  I have been a PADI Divemaster since 1998 and I have completed over 1,000 dives.  I also enjoy being an active member in the Porsche Club of America since 1998.

Registered States:
  • AL
  • CA
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MD
  • MI
  • NC
  • NY
  • TN

Credentials

  • Chartered Retirement Planning Counselor
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
  • (502) 562-7769

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation

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Exceptional financial strength and stability

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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