Duncan Mcallister

Managing Director–Wealth Management

Financial Advisor

Duncan is a founder and senior partner of Capstone Advisors. He advises business owners, entrepreneurs, and families on all aspects of their business, financial, investment, and legacy planning. With nearly 25 years of experience, Duncan brings valuable insights and leadership to help focus business owners and their families on multi-generational planning and the responsibilities of wealth. He is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning Counselor®™ (CRPC®), and a Certified Exit Planning Advisor® (CEPA®). Duncan is a graduate of the Carson College of Business at Washington State University with a B.A. in Finance. He lives in Newcastle with his wife and two sons and enjoys volunteering for youth sports programs, skiing, cooking, tennis, and golf.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MI
  • MT
  • NC
  • NE
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • TX
  • UT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures


  • B.A. Business Finance, Washington State University


  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor
  • Senior Portfolio Manager
  • Wealth Advisor

Duncan McAllister, CFP®, CRPC®, CEPA® can provide individualized guidance in the following areas to help you pursue your wealth management goals.

Retirement planning
Legacy planning
Business succession
Executive compensation
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 451-2340

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