Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue,including regular portfolio reviews and performance analysis. Employing a comprehensive, yet focused approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals.
J. Rodney Duckworth Jr.
Rodney builds customized investment allocations to help clients bring their dreams to life. He specializes in creating financial solutions to complex scenarios across multi-generational relationships. He partners with other professionals, both locally and nationally, from different areas of expertise to create a holistic financial plan to ensure all needs can be met.
Rodney is a second generation financial advisor, and has a lifelong passion for the financial services industry. He started in the industry in 1996, and has since been honored by being selected to several recognition councils. He earned a B.A. in business from Virginia Wesleyan College, and continues to be involved with the school as an alumnus.
He is a lifelong Hampton Roads resident, and lives at the North End of Virginia Beach. He enjoys travelling with his girlfriend, Patty, and spends time each summer in North Carolina's Outer Banks. He is a big fan of "America's Team" (the Dallas Cowboys) and NASCAR.
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
Charles M. Roberts Jr., CFP®
Charles began his career at in 2008 with Fidelity Investment's Private Client Group where he learned firsthand the importance of not only having a plan in place but having someone who can help navigate through uncertain times. He joined UBS two years ago as part of the Wealth Planning analyst program in which he focused on providing comprehensive wealth management and advice.
As a CERTIFIED FINANCIAL PLANNER™, Charles provides personalized financial planning and portfolio management for clients’ unique risks, goals, and dreams. One of his top priorities is to help clients design an investment strategy to keep pace with rising income and purchasing power, so they can have the confidence to retire comfortably.
Charles met his wife, Jenn, in college at the University of North Florida. Jenn grew up in the Kempsville area; in 2015 they moved back to Virginia Beach with their daughter Rylee. They are expecting their second daughter in August. He currently coaches his first season of soccer with VB Rush and enjoys golf, surfing (and most other outdoor sports), and cooking.
AZ, FL, MA, NC, NJ, NY, PA, VA
Susan R. Waters
Senior Client Service Associate
Susie has been an integral part of the team for more than 30 years, working with Rod Duckworth Sr. and then joining The Duckworth Group at UBS. Through her hard work she has earned the title of Senior Registered Client Service Associate -- not only by supporting the team's service and administrative needs, but by caring about our clients and wanting to make a difference in their lives and financial needs.
Susie graduated from Christopher Newport University with a degree in Business Administration with a concentration in finance.
She currently lives in Hampton and is married to her husband of 30 years, George. They have two sons and two new grandchildren. She is a master basket weaver associated with the Tidewater Basketry Guild who enjoys crafts and spending time with her family.
FL, GA, KY, MD, NC, NJ, TX, VA
Katelin A. Shield
Client Service Associate
Katelin supports the team by providing assistance with operational and administrative items. She also assists in security research and portfolio allocations. She has a passion for helping clients, and seeing them achieve their financial goals.
Katelin joined the Duckworth Group in 2014. She started in the industry and earned her Series 7 and 66 securities licenses in 2008, and began working at UBS Financial Services in 2010. She graduated from Duquesne University in 2007 with a B.S.B.A. in finance and investment management, and from Point Park University in 2009 with a M.B.A. specializing in international business.
Originally from Pittsburgh, PA, Katelin is a big fan of the Pittsburgh Steelers. She and her husband, Adam, live in Virginia Beach with their German Shepard, Otto.
FL, MD, NC, NJ, PA, VA