Duncan Mcallister - UBS Financial Services Inc.

Call
Website

Photos

225 108th Ave NE Ste 800
Bellevue, WA 98004
+1 (425) 451-2340
https://advisors.ubs.com

Duncan McAllister is a Managing Director and founding partner of Capstone Advisors, specializing in wealth management for business owners, entrepreneurs, and families. With over 25 years of experience, he provides comprehensive guidance on financial investment, legacy planning, and multigenerational responsibilities of wealth.

As a Senior Member of the UBS Private Wealth Management Division, Duncan utilizes innovative strategies and collaborates with a team of experienced professionals to enhance client outcomes. His credentials include Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Exit Planning Advisor (CEPA), and he has been recognized in the Forbes Best-in-State Wealth Advisors list.

Generated from the website

We can help you embrace your financial future

Also at this address

Owner verified
See a problem?

You might also like

Adam Skagen - UBS Financial Services Inc.

Adam Skagen - UBS Financial Services Inc.

Adam Skagen is a Senior Vice President and Wealth Advisor at UBS Financial Services Inc. in Bellevue, WA, with a focus on understanding clients' priorities to effectively grow, preserve, and distribute wealth across generations. Having begun his career at Northwestern Mutual Investment Services, Adam has held various positions at UBS, gaining recognition for his achievements, including multiple accolades from Forbes as a leading wealth advisor and team member, as well as membership in the UBS Wealth Management Presidents Council. Generated from the website
Jason Hamlin, CIMA, CRPC - UBS Financial Services Inc.

Jason Hamlin, CIMA, CRPC - UBS Financial Services Inc.

Visit our office today located in Seattle, WA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
Amit Trivedi, CFA - UBS Financial Services Inc.

Amit Trivedi, CFA - UBS Financial Services Inc.

Visit our office today located in Bellevue, WA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
United States›Washington›Bellevue›Duncan Mcallister - UBS Financial Services Inc.

Yext