Duncan Mcallister

Managing Director–Wealth Management

Financial Advisor

Duncan is a founder and managing partner of Capstone Advisors. He advises business owners, entrepreneurs, and families on all aspects of their business, financial, investment, and legacy planning. With over 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 leads a team of highly experienced professionals that provide tremendous advice and a willingness to collaborate on behalf of our clients. As a Senior Member of the UBS Private Wealth Management Division, Duncan connects clients with the firm’s best centers of excellence and provides them with innovative strategies and solutions. Duncan is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning Counselor®™ (CRPC®), and a Certified Exit Planning Advisor® (CEPA®). He has been recognized as a top advisor in the industry by being named to the Forbes Best in State Wealth Advisor list. He leads the Capstone team to make a positive difference in our clients lives while contributing to important local and national philanthropic causes. 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.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

Education

  • B.A. Business Finance, Washington State University

Credentials

  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor
  • CERTIFIED FINANCIAL PLANNER™
  • 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

Email Me