United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.

Investment Management

United Capital Financial Advisors, LLC

Joe Duran

John Capets

Susan Bohanon

Sonja Larimore

Frank Salb

Paul Engele

Derek McCauley

Wes French

Tony Blagrove

Bret Livingston

Pam Alexander

James Rivers

The Wealth Management Team at United Capital Financial Advisors, LLC, provides tailored financial planning and investment strategies to clients, ensuring they achieve their short-term needs and long-term financial goals. The team comprises various roles such as Wealth Advisors, Compliance Officers, and Research Analysts, all working collaboratively to deliver comprehensive and compliant financial advice and support.

Wealth Management Team

Executive Operations

Leadership Team

Wealth Management Team

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Team members

Other teams at United Capital Financial Advisors, LLC

Executive Operations

Leadership Team