Mark Ciucci
Senior Vice President of Advice
Mark Ciucci is currently responsible for field advice implementation at United Capital Financial Advisers, Inc. In this role, he assists in recruitment efforts for candidate acquisitions, as well as the subsequent training in the UCFA advice and deliverable models.
Prior to joining UCFA, Mr. Ciucci was a partner in the firm of Bommarito & Associates, Inc. (formerly Bommarito, Ciucci & Associates, Inc.), a comprehensive financial planning and advisory practice and franchise of American Express Financial Advisers, Inc., which managed a total of $350 million in client assets. Mr. Ciucci's experience also includes fifteen years in field management with American Express Financial Advisers, Inc., with a final position of Divisional Vice President in charge of field operations in the Greater Michigan Division.
Mr. Ciucci is a Certified Financial Planner™.
Brandon Moss, CFP®
Director of Advice Services
Brandon is responsible for coordinating the advice and financial planning activities across each of United Capital’s regional offices. He is in charge of the Centralization team that develops, designs, and produces the advice and investment management deliverables for each regional office. Brandon also works with advisers and meets with clients on specific issues as well as working with financial planning and investment management technology vendors.
His previous firm, Financial Synergies Advisory in Houston, Texas, was the first acquisition of United Capital. He specialized in working with oil and energy executives and retirees, small business owners, and other professionals. Brandon also worked with United Capital as it partnered and transitioned two other Houston area firms; Stabil Capital Management and Financial Synergies Retirement Advisers. Prior to Financial Synergies Advisory, Brandon worked for a prominent Houston trust company.
Brandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning. He is a Certified Financial Planner™ Practitioner and has been recognized by Reuters AdvicePoint as one of the “Top 25 Advisers” in the Los Angeles/Orange County area and one of the nation's "Top Advisors Under 40". His previous firm, Financial Synergies Advisory, was recognized numerous times by Bloomberg/Wealth Manager as one of the top wealth management firms in the country. He has been interviewed by media outlets such as SmartMoney, Money Magazine, Investment News, and the Journal of Financial Planning.
An avid golfer and former collegiate baseball player, Brandon lives in Newport Coast with his wife, Shelby, and their golden retriever, Webster.
Kelly Knight
Advice Manager
Operations Group
Kelly is responsible for facilitation of field operations, advice integration and overall revenue execution at UCFA regional offices. She participates in UCFA Educational services, training and development of Case Managers and processes related to client relationship management.
Kelly is a registered financial adviser, with experience as an advisor and field trainer within Ameriprise Financial. She executed private client group case management for Bommarito, Ciucci & Associates, a financial advisory branch within Ameriprise Financial Advisors.
Kelly holds a BA in Economics and Psychology from the University of Michigan.