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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
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • RI
  • SC
  • TX
  • VA

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September 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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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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