William T. Duckett

Wealth Manager | Koehler Asset Management

William T. Duckett

Wealth Manager | Koehler Asset Management

Babylon, NY

(631) 412-9500

[email protected]

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Meet William

William T. Duckett is a dedicated Wealth Manager with Koehler Asset Management Partners, providing thoughtful, personalized guidance shaped by years of consulting experience and a deep commitment to helping clients achieve financial clarity. Originally from Miller Place, New York, Will now resides in Sayville, New York. He earned his Bachelor’s degree in Finance from CUNY Baruch College in New York City.

From Consulting Expertise to Financial Advisory

Will began his professional journey in the employee benefits and insurance industry, assisting employers with the design and management of retirement plans and executive benefit programs. He later served as the Director of Consulting at The TE Group, where he managed large-scale client projects and delivered strategic consulting solutions across a variety of industries.

Building on this background, Will transitioned into wealth management and became a newly registered Investment Advisor Representative (IAR). His consulting experience allows him to navigate complex financial situations, offering clear, solutions-driven advice tailored to each client’s individual goals.

A Personalized Approach to Planning

Will believes that effective financial planning begins with listening—taking the time to understand each client’s story, aspirations, and challenges. He emphasizes education and transparency in every interaction, striving to empower clients to make confident, informed decisions about their financial futures.

With a client-first philosophy, Will works with both employers and individuals, providing strategic guidance across retirement, investment, and insurance planning. His goal is to simplify complexity and help clients build sustainable plans that align with their long-term vision.

A Personal Mission

Will’s commitment to serving others is deeply personal. Growing up with a brother on the autism spectrum taught him the importance of empathy, patience, and advocacy—values that are central to his work with clients. He understands firsthand how thoughtful planning and financial stability can transform lives, and he is passionate about helping families and businesses build secure, meaningful futures.