Comprehensive advice with a personal touch
Rodney is a second-generation financial advisor with a lifelong passion for building relationships with clients and their families in order to help them find solutions to often-complex financial situations. His focus is on retirement income planning, holistic wealth management and investment/portfolio management.

Rodney grew up spending weekends and summers helping his father, a financial advisor at Dean Witter/Morgan Stanley. He eventually joined him in the business in 1996 and moved to UBS in 2005. He believes in a family office environment that engages with multiple generations—grandparents to grandkids—and in working closely with CPAs, attorneys and other family trusted advisors to make smart financial decisions.

Credentials that build confidence

• Senior Vice President–Wealth management
• Portfolio Manager
• Series 7, 9, 31, 63 and 66 securities licenses
• Life, health annuity and long-term care insurance licensed
• B.A., Virginia Wesleyan, focus on accounting and financial management

Outside of UBS
Rodney has been elected to two boards, the Portsmouth General Hospital Foundation and the Chesapeake Bay Wine Classic. He has lived at the North End of Virginia Beach with his girlfriend, Patty Cook, since 1980. They have a lab, Maizy, whom they adore. Rodney has a passion for travel and wine and loves exploring new places and finding new vintners. His other hobbies include bird-hunting, watching America’s team (the Dallas Cowboys) and NASCAR.

Registered States:
AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA, VT, WI, WV

Client relationships come first
The Duckworth Group is built around client relationships and working with multiple generations within families. Charles’s focus is on creating financial plans for HNW families, centered on helping generate income in retirement, and preserving wealth. As a Certified Financial PlannerTM, his planning starts with the question: “What is most important to you?” Each client and family has a unique answer; he provides each with a plan that is best suited to their needs.

Charles started his career in financial services during the financial crisis of 2008 and joined UBS in 2015. He enjoys assisting clients’ children with budgeting, saving and debt management. He is particularly passionate about helping clients as they experience difficult circumstances in their lives, such as the death of a loved one, a time when they need guidance and direction as they deal with loss. In all of his work, he takes satisfaction in knowing that the solutions he provides truly benefit people.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™
• Series 7, 66, 66, 9, and 10 securities licenses
• Life, health annuity and long-term care insurance licensed
• B.A., criminal justice, minor in psychology, University of North Florida

Outside of UBS
Through an organization called American Corporate Partners, Charles currently mentors an active duty Marine stationed in Japan, working with him to build his resume and interview skills in order to help translate his military skills to the outside world. His life at home revolves around his wife, Jenn, and his two daughters, Rylee and Emily. Soccer, cheerleading and other adventures take up their weekend and evening time, creating a strong family dynamic that Charles values deeply.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, KS, MA, MD, NC, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WV

Building relationships
Susan supports the group’s administrative needs while providing attentive and personal service to clients. She interacts daily with clients—some of whom she has worked with for 25 years—and enjoys building relationships with new clients and their families.

Susan has spent her career in the financial services industry, beginning with a stint at Morgan Stanley, where she worked with Rod Duckworth, Sr., and continues now with his son, Rodney. The team considers her the true heart of its customer service—solutions-oriented and able to address almost any situation that a client may face.

Credentials that build confidence

• B.S. in business administration from Christopher Newport University, concentration in finance
• Series 7, 31 and 66 securities licenses

Outside of UBS
Susan volunteers for such yearly UBS initiatives as the Virginia Food Bank, school supply drives, and Build-A-Bear and Cards for the Children’s Hospital of the King’s Daughters (CKHD). As a senior member of the Tidewater Basketry Guild, she has been weaving baskets for over 20 years. She lives in Hampton and has been married to her husband George for 40 years. They have two children and two grandchildren.

Registered States:
FL, GA, KY, MD, NC, NJ, TX, VA

A focus on client well-being
As a Senior Registered Client Service Associate, Katelin provides the team with operational and administrative support, as well as assisting with security research and portfolio allocations. She enjoys helping clients and working with a team that focuses on comprehensive financial well-being, rather than whatever may be in vogue at the moment.

Katelin has been interested in financial markets since she was a child, when her parents showed her the ins and outs of saving and investing. Her internship with a financial services group while in college added real world experience to what she learned at home. In 2008 she joined Edward Jones as a financial advisor; she arrived at UBS in 2010 and joined the Duckworth Group in 2014.

Credentials that build confidence

• B.S. in business administration from Duquesne University, dual majors of finance and investment management
• M.B.A. from Point Park University, specialization in international business
• Series 7 and 66 securities licenses
• Life, health annuity and long-term care insurance licensed

Outside of UBS
Katelin lives in Virginia Beach with her husband, Adam, and their German shepherd, Otto. They recently welcomed their first child William Thomas “Tommy” Shield. She enjoys traveling, baking, wine tasting and spending time at the beach and with family.

Registered States:
FL, MD, NC, NJ, PA, VA