United Capital Financial Advisors, LLC
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- Relationship Management Team
Relationship Management Team
About
The Relationship Management Team at United Capital Financial Advisors, LLC, focuses on building and maintaining strong, personalized connections with clients to ensure their financial needs and goals are met. This team manages client accounts, coordinates services, provides tailored financial solutions, and enhances client satisfaction and retention by delivering exceptional service and support.
Team members
Eileen Heaney
Senior Relationship Manager
Emilie Ku-Chang
Senior Analyst - Payroll Speci...
Jim Carr
Client Development Agent
Jonathan Graham
Relationship Manager
Josh Williams
Relationship Manager
Lacey Mulroy
Client Relationship Manager
Matthew Speck
Relationship Manager
Miranda Merriman
Client Service Manager
Shelby Morris
Client Development Agent
Tracey Chung
Client Service Manager
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