The Social Equity Group

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Who we are

We work as a team at the Social Equity Group, making sure your needs are met every step of the way.

Duncan Meaney
Duncan Meaney, is President
and a Registered Investment Advisor Representative of SEG and a Registered Principal of Western International Securities. He is an expert in low income housing programs and tax credits. Email
Ron Freund     
Ron Freund, CFS, is Vice President and Director of Asset Allocation for SEG and a registered representative of Western International Securities. Ron has extensive experience with retirement accounts, new investors, and institutions. Email
Ute Scott-Smith Ute Scott-Smith, a fee-based advisor, as a registered representative of Western International Securities. Ute offers financial planning services. Email
Our Mission

Copyright 1997 Securities and Advisory services offered through Western International Securities, Inc., Member FINRA / SIPC.
Social Equity Group (SEG) and Western International Securities, Inc. are separate and unaffiliated entities.
Office of Supervisory Jurisdiction: 339 Keokuk Street, Petaluma, CA 94952 - Phone: 707-658-1770 - Fax: 707-676-4602

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