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.

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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
  • CO
  • DC
  • FL
  • GA
  • 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

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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