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YP Council Corner Office w/ Duncan Williams

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Name: YP Council Corner Office w/ Duncan Williams
Date: February 20, 2020
Time: 4:30 PM - 6:00 PM CST
Registration: Sorry, online registration for this event has closed. Please contact Tunga Lee at (901) 543-3571.
Event Description:
Young Professionals Council
Corner Office: Personal Finance Workshop
Thursday, February 20, 2020 | 4:30-6:00 p.m.

Duncan Williams 
Founder & Chairman, Duncan Williams Asset Management

DUNCAN F. WILLIAMS is the President of Duncan-Williams, Inc. of Memphis, Tennessee.  Mr. Williams has been with the firm since 1993 and has served as President since 2000. Duncan-Williams, Inc. is a full-service broker-dealer, employing approximately 100 employees, with branches in Boulder, Charlotte, New York, Tampa, and Jackson, MS.  Since its founding in 1969 as a municipal bond dealer, the Company has expanded to include sales, finance and underwriting of all fixed-income securities to the general public and financial institutions.

Mr. Williams served on the Financial Industry Regulatory Authority (FINRA) Board of Governors for a three-year term from 2008 to 2010 and is currently serving on FINRA’s Statutory Disqualification Committee.  He has also served on the National Adjudicatory Council (NAC) for FINRA and is a past member of the FINRA Small Firm Advisory Board and the NASD Small Firms Impact Task Force.  He served on the NASD District Nominating Committee, the NASD District Business Conduct Committee and was the committee’s chairman in 2002.

Mr. Williams serves as the Chairman of the Board for Duncan Williams Asset Management, LLC.  DWAM was spun out of Duncan-Williams, Inc. in early 2015 to meet the investment needs of individuals, company retirement plans, and nonprofit groups.  The company is 100% locally owned and operated and is truly committed to serving the greater Memphis community.

Mr. Williams is a member of the Board of Directors Executive Committee of the Greater Memphis Chamber of Commerce and previously served as Co-chair of its Chairman Circle.  He is currently serving on the Memphis Convention and Visitors Bureau Board, is a past Chairman of The Leadership Academy (New Memphis Institute) in Memphis and still sits on their Board.  Mr. Williams serves as an Advisory Board Member of SunTrust Bank and as a member of St. Jude Children’s Research Hospital Professional Advisory Board.  Mr. Williams is a past Board member of Presbyterian Day School, a former Board Member of the Memphis Economic Club and previously served on the Capital Campaign Committee of Shelby Farms. 

In 2012, he was selected as “Communicator of the Year” by the Memphis Public Relations Society of America, was named “CEO of the Year” by MBQ, and in 2013, he was inducted into the Society of Entrepreneurs.  In 2012, Mr. Williams became one of the local owners of the Memphis Grizzlies NBA team.

Mr. Williams graduated from the University of Alabama in 1990 and is a member of the President’s Cabinet, the Commerce Executive Society, and the Board of Visitors. 
Duncan is married to Abigail (Abbie) Ware Williams, and is the father of three children. 


David Scully, CFA®, CFP®
President & Chief Investment Officer
 

David Scully is the President and Chief Investment Officer at Duncan Williams Asset Management.  In this role, he is responsible for the day-to-day management of the company.  With a background in both investments and management, David has been working in the investment industry for fifteen years.  Additionally, David is involved in the management of the Duncan Williams Asset Management Discretionary Portfolios and is responsible for overseeing the investment process of the firm.
 
David is a CFP® and CFA® charter holder, a member of the CFA Society® and the CFA Society of Memphis. He graduated from the University of Georgia with a degree in Economics.
 
A Memphis native, David is a member of St. Peter church.  He serves as Treasurer of the University of Memphis Research Foundation Board. He is a member of the Board of Directors of St. Agnes Academy and is the founding board chair for the St. Dominic Alumni Board. He also serves on the Board of Directors for the Wolf River Conservancy as well as the Board of the Memphis Botanic Garden.

 


The Corner Office Series is an exclusive program for members of the Chamber's Young Professionals Council. This series gives you access to top business leaders in a setting that allows for valuable conversation and the opportunity to ask questions. Corner Office Series events are limited to 20-30 seats for an ideal setup for conversation.

Location:
Duncan-Williams, Inc.
6750 Poplar Avenue, Suite 300
Memphis, TN  38138
Date/Time Information:
Thursday, February 20, 2020
4:30-6:00 p.m.
Contact Information:
Jessica B. Mason
Fees/Admission:
Free & Exclusive for Young Professionals Council Members
Attendance Limited to 25
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