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.
Recognized as an industry leader:
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
Education
Credentials
Duncan McAllister, CFP®, CRPC®, CEPA® can provide individualized guidance in the following areas to help you pursue your wealth management goals.
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.
Recognized as an industry leader:
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
Education
Credentials
Duncan McAllister, CFP®, CRPC®, CEPA® can provide individualized guidance in the following areas to help you pursue your wealth management goals.
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