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UBS reflection

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Windmill

  • bill duncan

    William Duncan

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    As Managing Director, Bill helps to set the overall strategy for the Duncan Financial Group and managing client portfolios. As a Private Wealth Advisor, he helps clients with financial planning and keeps them informed about the markets, economic conditions and portfolio performance.

    Bill has been helping clients to achieve their goals for more than 26 years. Bill’s prior experience includes positions with Ameriprise Financial, Morgan Stanley Smith Barney and US Bancorp Investment Services. He holds a bachelor’s degree from The University of Wisconsin, Madison and is a Chartered Retirement Planning CounselorSM.

    When he’s not in the office, Bill enjoys running, playing hockey, biking, skiing, attending his children’s activities and traveling with his wife, Mira, and their two children, Lyle and Nora. He has also coached hockey and is an active volunteer with Glencoe Family Services. .

          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062
          william.j.duncan@ubs.com
          William Duncan
          One Northbrook Place,Northbrook,IL,60062
        • ryan dundon

          Ryan Dundon, CFP®, CRPC

          Financial Advisor

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI

          As a Financial Advisor, Ryan helps clients with everything from investing, wealth preservation and education planning to retirement planning, insurance and wealth transfer strategies. He helps to build customized financial plans that help each of our clients reach their life goals.

          Ryan has been helping clients to achieve their goals for many years. Ryan holds a bachelor’s degree from Ohio State University. He has also earned the CERTIFIED FINANCIAL PLANNER designation and is a Chartered Retirement Planning CounselorSM.

          When he’s not in the office, Ryan enjoys rooting on Cleveland teams, golfing, exercising and grilling with his friends and family. Ryan is actively involved with the Juvenile Protection Association, which provides therapy to kids and teachers in lower income Chicago communities

                One Northbrook Place
                5 Revere Drive
                Northbrook, IL 60062
                ryan.dundon@ubs.com
                Ryan Dundon, CFP®, CRPC
                One Northbrook Place,Northbrook,IL,60062
              • nicholas needs

                Nicholas Needs

                Registered Client Associate

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                • AZ
                • CO
                • DC
                • FL
                • IL
                • IL
                • KY
                • MD
                • MO
                • NC
                • NJ
                • NV
                • NY
                • SC
                • TN
                • TX
                • VA
                • WI

                Nick supports advisors by helping to service clients and making sure they have everything they need when they need it. He uses his positive attitude to keep things upbeat even in challenging environments. Nick enjoys helping clients to achieve their goals. He has worked for three financial institutions and holds a bachelor’s degree in finance. 

                Outside of the office, Nick enjoys exploring the city of Chicago, hiking, tennis, and rooting on his favorite hometown teams

                      One Northbrook Place
                      5 Revere Drive
                      Northbrook, IL 60062
                      Nicholas.needs@ubs.com
                      Nicholas Needs
                      One Northbrook Place,Northbrook,IL,60062,One Northbrook Place,Northbrook,IL,60062
                    • jess Chouhan

                      Jasminder (Jess) Chouhan

                      Client Associate

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                        Jess helps with everything from account set-up and money movement to scheduling meetings with advisors, providing website support and more. Jess has been focused on delivering the highest quality customer experience for more than 14 years. Prior to joining UBS, she was in banking and financial institution management.

                        When Jess is not in the office, she enjoys being outdoors. She loves hiking, traveling, running, walking her dog and spending time with family and friends.

                              One Northbrook Place
                              5 Revere Drive
                              Northbrook, IL 60062
                              jess.chouhan@ubs.com
                              Jasminder (Jess) Chouhan
                              One Northbrook Place,Northbrook,IL,60062,One Northbrook Place,Northbrook,IL,60062

                            Defining your priorities. Pursuing what matters.

                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                            Three generations in apple orchard

                            Turn possibilities into a plan

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                            A leading global wealth manager

                            Fausto

                            Tariffs, volatility and your portfolio

                            Are you ready?

                            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $6 trn

                            UBS Group invested assets
                            As of 12/31/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager

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