Founded in 1969, Duncan-Williams, Inc. is a family and employee-owned investment firm headquartered in Memphis, Tennessee. Although our roots are in the Southeast, we have grown into a nationally recognized, full-service financial services provider serving clients in all 50 states from offices across the country.
With a capitalization of approximately $30 million, Duncan-Williams now ranks among the largest privately-owned investment firms in the United States. Yet, we have not lost sight of the single most important asset responsible for our company’s growth—the trust placed in us by our clients, with whom we have built relationships that, in many cases, span decades.
Today, Duncan-Williams is better prepared than ever to address even the most complex financial challenges. We have expanded our capabilities across asset classes and financial markets, giving our clients broad access to an ever-changing world of financial opportunity.
At Duncan-Williams, we know that our success depends on yours. That’s why, without exception, everyone in our firm is dedicated to building relationships based on trust, integrity and professionalism. These core values, together with an unwavering commitment to quality, characterize everything we do.
Our focus is on our clients. We are committed to always putting your interests first. We understand that the quality of our reputation is directly proportional to your long-term satisfaction.
We are proud to be a local firm with a national presence. We believe that size is a statistic, not a company’s culture. We understand that our national and global capabilities are important only to the extent that they enable us to deliver a comprehensive array of financial solutions and opportunities, one client at a time.
We are entrepreneurial. Our employees are encouraged to view themselves as entrepreneurs running businesses that serve successful people. We understand that our role as a company is to support those relationships with value-added financial expertise, products and services.
We have staying power. With a strong capital base, 14 offices throughout the United States and heritage of excellence that is more than 40 years strong, we understand that financial stability and proven management expertise are prerequisites to serving our clients in good economic times and bad.