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Kevin Patrick Ducie, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor

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.

 

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

  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

  • Bachelor of Science degree in Criminal Justice, Western New England University
  • Master of Business Administration (MBA), University of Massachusetts - Dartmouth

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Retirement Planning Counselor
1471 Iyanough Road (Route 132)
Hyannis, MA 02601
  • (508) 362-1889

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

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