Lasting relationships

Understanding what matters most to you

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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.

The-Ducie-Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kevin Ducie

    Kevin T. Ducie

    Senior Vice President–Wealth Management

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • RI
    • SC
    • TX
    • VA

    I began my career in 1982 at Merrill Lynch. Ever since, I have helped my clients manage their wealth through a variety of economic cycles. I have been at UBS in Hyannis since 2008.

    I focus on developing long-term relationships through commitment to quality client service. Through my experience and knowledge, I can offer customized wealth management advice and personal service.

    I graduated from the University of Massachusetts in 1982 with a Bachelor of Arts in Marketing with a concentration in Finance. I live in Sandwich, Massachusetts with my wife Diane, where we have lived for over 30 years.

      • University of Massachusetts, Bachelor of Arts in Marketing with a concentration in Finance
        1471 Iyanough Road (Route 132)
        Hyannis, MA 02601
      • Kevin Patrick Ducie

        Kevin Ducie

        Senior Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OR
        • RI
        • SC
        • TX
        • VA

        After working in law enforcement for several years as a police officer, Kevin came to UBS to join his father's business in 2013. Together, they work with individuals and families to assist them in growing and protecting their wealth.

         

        With his clients, he emphasizes asset allocation and total portfolio management. Areas of focus include comprehensive financial planning, budgeting, and insurance needs. Kevin is FINRA-registered and holds a Series 7 General Securities Representative license and a Series 66 Uniform Combined Agent/Investment Advisor State Law securities license. He also holds licenses for life, accident, long term care, and health insurance and variable annuities in Massachusetts. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®).

         

        Kevin's community affiliations have included the Bourne-Sandwich Rotary Club, Elder Services of Cape Cod, and Flower Angels USA. Kevin is a member of the Financial Planning Association and Cape Cod Estate Planning Council.

         

        Kevin graduated Summa Cum Laude from Western New England University with a Bachelor of Science degree in Criminal Justice and earned an M.B.A. with a Finance Concentration at the University of Massachusetts-Dartmouth. He lives in Sandwich, Massachusetts with his wife and two daughters.

         

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • Western New England University, Bachelor of Science Degree in Criminal Justice
        • University of Massachusetts - Dartmouth, Master of Business Administration (M.B.A.)
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Planning Counselor℠
        1471 Iyanough Road (Route 132)
        Hyannis, MA 02601
      • Sally Marceline

        Sally Marceline

        Client Associate

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          Sally is a Senior Client Service Associate with over 35 years of experience in the financial services industry. Her comprehensive knowledge of the investment process, maintenance, and administration provides our clients with the highest level of personal service.

          Sally has four daughters and four grandchildren. She currently lives in Harwich, Massachusetts.

                1471 Iyanough Road (Route 132)
                Hyannis, MA 02601

              The Year Ahead - Sustainable Investing

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              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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