IT’S NOT JUST ABOUT YOUR MONEY, IT’S ABOUT YOUR ENTIRE LIFE.
Donna K. 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, OH, where she received her Bachelor of Science degree in Marketing, and her Master’s degree of Business and Administration, with a concentration in Finance. Donna also earned her Chartered Financial Analyst designation from the CFA Institute in Charlottesville, VA.
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 L. 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, IL and Arizona State University in Tempe, AZ, where he majored in Finance. John received his board designation as a Certified Financial Planner (CFP) from the College of Financial Planning in Denver, CO.
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, AZ. 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 degree 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, CO 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, non-profit 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, travelling around the world and spending time with his family.
Ryan M. Garrison
Ryan M. Garrison Sr.
Relationship Manager/Director of Operations
Ryan is the Senior Relationship Manager and Director of Operations for United Capital's Arizona office. He entered the investment industry in 1998 as a portfolio specialist for The Acacia Group and joined Brotherton in 1999 as a Systems Administrator.
As Director of Operations, Ryan manages the day-to-day functions of the Scottsdale office. Ryan also meets with clients to review their portfolios, maintains computer network, and oversees performance report generation and securities trading.
Prior to working in the investment field, Ryan was employed by Insight Computers as a corporate sales associate. Ryan also worked for Chase Manhattan Bank, where he served as a credit card fraud specialist.
Ryan is a two-time graduate of Arizona State University in Tempe, AZ, where he received his Bachelor of Science degree in Finance and his Master’s degree of Business and Administration.
Ryan is a Phoenix native, and currently resides in Central Phoenix with his wife, Asia and their three sons.
Natalie Corry is the Relationship Manager for United Capital's Arizona office. She began her career at Brotherton during the summer of 2005 as an intern, and she rejoined the firm full-time in 2009 as an Operations Specialist.
Natalie’s duties include generating investment reports, assisting with securities trading, and fulfilling client service requests. She is also responsible for managing the office’s business development efforts.
Prior to working with United Capital, Natalie was a client coordinator for Crosby|Wright Advertising, and she also worked for Target Corporation as an Executive Team Leader. Natalie was born in Austin, TX. She graduated from The University of Arizona with a Bachelor of Science degree in Business Management.
Natalie currently resides in Chandler, AZ with her husband, Tyler.