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 Executive Operations team at United Capital Financial Advisors, LLC, comprises top-level leadership responsible for strategic decision-making, setting company goals, and driving overall organizational performance. This team ensures the alignment of business practices with the company's mission to provide comprehensive financial planning and investment strategies.

Executive Operations

Wealth Management Team

Leadership Team

Executive Operations

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Team members

Other teams at United Capital Financial Advisors, LLC

Wealth Management Team

Leadership Team