With over 40 years of experience in the financial services sector, Duncan-Williams, Inc. is uniquely positioned to address the specific needs of individual investors. Whether you are just beginning to think about an investment plan or you need advice with a complicated estate planning situation, Duncan-Williams’ Private Client Group professionals offer the expertise you need. Our financial advisors are trained to assist you with all aspects of your financial goals.
Founded in Memphis in 1969, the Duncan-Williams name is synonymous with character. Relationships are what we are about. For over 40 years the personal approach of our family owned brokerage firm has attracted a uniquely diverse, steadfastly loyal foundation of institutional brokers and their institutional clients. Our close ties to the community and the philanthropic heartbeat of our brokers combines synergies to produce an ambiance that is rare in today’s business world.
Duncan-Williams has helped private and public entities raise the capital they need for more than 40 years. Today, it is more important than ever to have the right firm guide you through the challenges and opportunities of an uncertain and constantly changing marketplace. As a firm with a national presence, we can help you create value for shareholders, taxpayers and other constituencies through the broad distribution of private equity, private debt, and public debt. Yet, we are small enough to give your organization a level of personal attention and advice from senior bankers that few Wall Street investment banks can match.
Duncan-Williams, Inc. has a clearing agreement with Pershing, an affiliate of The Bank of New York Mellon, one of the largest providers of clearing and custodial services in the United States.
Our clients have access to their Pershing accounts through an interactive website maintained by Duncan-Williams. Our website also gives our clients access to a bond accounting service, current financial information about Duncan-Williams, and news releases and other publicity regarding our firm. Pershing also maintains a website that allows their customers, and their customers’ clients, to obtain current news releases and other information.