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:
  • CA
  • DC
  • FL
  • GA
  • IN
  • KY
  • MD
  • MI
  • NC
  • NY
  • TN
  • TX
  • VA

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

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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