David Scully

Background

About David Scully

I'm President of Duncan Williams Asset Management, where I lead a team managing over $2.5B in assets, making us the second-largest locally owned RIA in Memphis. Our mission is to help individuals, nonprofits, and organizations achieve financial success through personalized investment strategies and thoughtful guidance. My passion extends beyond business—I'm deeply committed to Memphis, serving in leadership roles at organizations like the Wolf River Conservancy and Memphis Botanic Garden, where I’ve helped secure multi-million-dollar investments in our city’s future. At DWAM, we believe that understanding our clients' unique goals is the first step toward success. Our team, which includes multiple CFA® and CFP® professionals, works diligently to craft custom portfolios that align with each client’s aspirations. Our approach combines in-depth financial knowledge with a commitment to ongoing communication, ensuring clients are always informed and confident in their investments. When I’m not working to grow businesses or help individuals reach their financial goals, I’m focused on giving back to Memphis—whether through board leadership, community service, or empowering the next generation of leaders. Duncan Williams Asset Management is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Duncan Williams Asset Management by the SEC nor does it indicate that Duncan Williams Asset Management has attained a particular level of skill or ability. This material prepared by Duncan Williams Asset Management is for informational purposes only and is accurate as of the date it was prepared. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Advisory services are only offered to clients or prospective clients where Duncan Williams Asset Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Duncan Williams Asset Management unless a client service agreement is in place. This material is not intended to serve as personalized tax, legal and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Duncan Williams Asset Management is not a legal or accounting firm. Please consult with your legal or tax professional regarding your specific tax situation when determining if any of the mentioned strategies are right for you.