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Donna BrothertonManaging Director
John BrothertonManaging Director
Seth GoldbergSenior Wealth Adviser
Kim MayoRelationship Manager
Sam SchlesingerRelationship Manager
Donna Brotherton, CFA®
Donna Brotherton is a Managing Director of United Capital's Arizona office. She began her career in the investment industry in 1987 with James Investment Research, Inc., an Ohio-based institutional investment advisory firm. While at James, Donna held the positions of Securities Analyst, Compliance Officer, Portfolio Manager and Vice President/Director of Marketing. Her duties included managing client portfolios, serving as a member of the firm’s Investment Committee and developing the corporate marketing plan.
In 1997, Donna served as a National Accounts Manager for Banc One Investment Advisors. She was responsible for the marketing and external distribution of the One Group Family of Funds to investment firms and brokerage houses at the national level. In 1998, Donna became an owner and managing partner of Brotherton Investment Consultants, LLC, now the United Capital Arizona office.
Donna is a two-time graduate of Wright State University in Dayton, Ohio, where she received her Bachelor of Science degree in Marketing and her Master of Business Administration with a concentration in Finance. Donna also earned her Chartered Financial Analyst designation from the CFA Institute in Charlottesville, Virginia.
Donna is a member of the Phoenix CFA Society and the CFA Institute. Donna currently resides in North Phoenix with her husband, John, their three sons and twin daughters.
John Brotherton, CFP®
John Brotherton is a Managing Director of United Capital's Arizona office. He began his career as a financial adviser in 1981 with Integrated Resources, Inc. Since that time, John has worked for various financial institutions, including Inland, American Express Financial Advisors, Security Pacific Bank and the Acacia Group. In 1998, John became an owner and managing partner of Brotherton Investment Consultants, LLC, now United Capital's Arizona office.
John attended Emmaus Christian College in Oak Park, Illinois, and Arizona State University in Tempe, Arizona, where he majored in Finance. John received his board designation as a Certified Financial Planner (CFP) from the College of Financial Planning in Denver, Colorado.
John has a broad base of experience in portfolio management and investment consulting. His expertise ranges from asset management to retirement planning and includes specialization in trust and estate modeling, financial plan design and business succession planning.
John is a member of the Financial Planning Association (FPA) of Greater Phoenix and is a third-generation native of Phoenix, Arizona. He resides in North Phoenix with his wife, Donna, their three sons and twin daughters.
Seth Goldberg, CFP®
Senior Wealth Adviser
Seth Goldberg is a Senior Wealth Adviser with United Capital Financial Advisers, LLC. He began his career as a financial adviser in 1986 with IDS/American Express. Since that time, Seth has worked for various financial institutions, including IDS/American Express, The Acacia Group and SagePoint Financial.
Seth received his Bachelor of Science in Marketing from the University of Arizona and his MBA with an emphasis on finance from Arizona State University. He received his board designation as a Certified Financial Planner (CFP®) from the College of Financial Planning in Denver, Colorado in 1989 and is an active member in the Financial Planning Association.
For almost 30 years, Seth has been providing clients with investment management and consulting services ranging from financial and retirement planning to estate planning and portfolio management. Seth's main focus is on common-sense strategies to help his clients achieve and maintain financial independence.
Seth has appeared as a special guest commentator on various local radio and television programs. He has been an instructor for seminars and workshops for corporations, nonprofit organizations and special interest groups. He has been involved in a number of charitable organizations, including being a past member of the Board of Trustees of the Leukemia and Lymphoma Society.
Seth and wife Roz, have two sons, Jeremy and Jacob. He enjoys the Arizona outdoors, traveling around the world and spending time with his family.
Securities offered through Girard Securities, Inc. (“Girard”), a registered brokerdealer, member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Girard and United Capital are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.
Kim’s primary duty is acting as a liaison between clients and their advisors.
Kim attended the University of Toronto, and has worked in the banking and financial services industry since 2004. She began her career with TD Bank Financial Group in Toronto, Ontario, Canada as a Customer Relations Coordinator, where she also held the positions of Financial Services Representative, Financial Advisor, Performance Analyst, and Business Analyst. Kim then served as a Real Time Analyst for Express Scripts at their Global Command Center, in Tempe, AZ. Most recently, Kim worked for BBVA Compass in Phoenix, AZ, where she focused on developing banking relationships with customers.
Kim currently holds a series 65 license at United Capital.
Sam Schlesinger is a Relationship Manager for United Capital’s Arizona office. He graduated from the University of Arizona in May of 2017, where he received a Bachelor of Science degree in Finance.
Sam’s duties include being a liaison between clients and their advisers, generating investment reports, and fulfilling client service requests.
Prior to working with United Capital, Sam was an intern with Raymond James/
Sam currently resides in Scottsdale, Arizona which is also the city he was raised in.
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16427 N Scottsdale Rd #395
Scottsdale, AZ 85254
Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Girard Securities and United Capital are separate and unrelated companies.
Check the background of this investment professional on FINRA’s BrokerCheck.