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
  • CO
  • DC
  • FL
  • GA
  • IN
  • KY
  • LA
  • MD
  • MI
  • NC
  • NY
  • TN
  • TX

Credentials

  • Chartered Retirement Planning Counselor
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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