Founded in 1969, Duncan-Williams, Inc., a family and employee-owned investment banking firm headquartered in Memphis, Tennessee, has established itself as one of the largest regional 'Female Owned' investment firms in the nation. Starting as a small municipal bond dealer, it has grown into a nationally recognized financial services provider serving clients across the United States with expertise spanning multiple asset classes and financial markets. The company maintains its core values of trust, integrity, and professionalism, which have been integral to fostering long-term relationships with clients since its inception. With branches in Boulder, CO; Doniphan, MO; Jackson, MS; Langhorn, PA; and Tampa, FL, Duncan-Williams employs over 100 professionals dedicated to providing comprehensive financial solutions tailored to individual client needs.
Carolyn Williams-Bennett, the current Chairwoman of the Board, has steered the firm since her husband's passing in 1989. Her leadership continues to drive the firm’s mission, guided by its founding principles. Jack Schlifer serves as President with a focus on debt capital markets and fixed-income products, while Patrick Burnett functions as General Counsel, managing legal obligations and participating in executive committee decisions.
Duncan-Williams maintains an active involvement in community service and charitable causes through board memberships at various institutions including the Bank of Germantown and University of Memphis Foundation. The firm celebrated its 47th anniversary, illustrating its enduring presence in the financial sector with a legacy of commitment to client success.
KEY FACTS ABOUT DUNCAN-WILLIAMS, INC.
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US Businesses
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Companies in Florida
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Alachua County Companies
- Company name
- DUNCAN-WILLIAMS, INC.
- Status
- Active
- Filed Number
- F11000001641
- FEI Number
- 620804968
- Date of Incorporation
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April 15, 2011
Age - 15 years
- Home State
- TN
- Company Type
- Foreign for Profit
CONTACTS
- Website
- http://duncanwilliams.com
- Phones
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(901) 260-6800
(901) 435-4127
(901) 260-6887
(901) 260-6847
(813) 387-2800
(720) 443-3616
(601) 956-3825
(601) 956-3468
DUNCAN-WILLIAMS, INC. NEAR ME
- Principal Address
- 530 W UNIVERSITY AVE DB-106,
GAINESVILLE,
32601
- Mailing Address
- 6750 POPLAR AVE SUITE 300,
MEMPHIS,
TN,
38138
See Also