Host Jeremy C. Park talks with cityCURRENT partner, David Scully, President of Duncan Williams Asset Management, who highlights their mission to “Serve our clients. Improve our community,” along with their process and efforts to provide customized financial planning and comprehensive wealth management services to meet the needs of individual investors, business owners, and foundations. Duncan Williams Asset Management was born out of Duncan-Williams, Inc., one of the largest privately owned institutional investment firms in the United States, with offices in 9 states and clients around the country. During the interview, David talks about the importance of financial planning and setting goals, ongoing communication and evaluation, and maintaining consistency with perspective on market fluctuations. He also talks about the company’s commitment to invest in Memphis, and how they seek out and partner with nonprofits and organizations through financial giving, volunteerism, marketing support, leveraging relationships and other resource sharing.
Visit www.dwassetmgmt.com to learn more.