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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Outlook on interest rates

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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