Welcome to United Capital Anderson

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

T. Brandon Cox
Managing Director
Tom McDonald
Managing Director
Arthur Klugh, IV
Managing Director
Jill Allen
Director Of Operations
Leslie Morgan
Relationship Manager
Misty Rose
Relationship Manager
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T. Brandon Cox, CFP®

Managing Director

brandon.cox@unitedcp.com

Brandon Cox is married to his high school sweetheart, Whitney. They are blessed to have two caring and bright children, Will and Campbell Grace. Brandon and Whitney have taught Sunday morning Bible study at their church since 1999. Outside the office is passionate about Calvary Home for Children and Clemson University. Currently he serves on the Board for Community First Bank.

What are three words people use to describe you? Generous, thoughtful and hilarious.

When you’re not working, what do you care most about? That’s easy, I adore my wife and children.

What’s your Money Mind®? Commitment, “The Giver."

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.

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Tom McDonald, CFP®

Managing Director

tom.mcdonald@unitedcp.com

Tom McDonald has been helping his clients plan and make investment decisions since 1983. He is a graduate of the University of South Carolina. Prior to joining United Capital, he founded McDonald Cox & Klugh in 1991. He uses the United Capital Financial Life Management process to help his clients identify, prioritize and work through the trade-offs that affect all areas of life and finances.

What are three words people use to describe you? Caring, dedicated and focused.

When you’re not working, what do you care most about? Spending time with family and friends, running, cycling, golf and boating.

What’s your Money Mind®? Commitment, “The Giver.”


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.

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Arthur Klugh, IV, CFP®

Managing Director

art.klugh@unitedcp.com

Arthur Klugh is a fourth-generation graduate of Clemson University and also a fourth-generation financial adviser. He is a CERTIFIED FINANCIAL PLANNER practitioner and loves his job. He enjoys hunting, fishing and spending time with his family. Art and his family are members of First Presbyterian Church in Anderson, South Carolina.

What are three words people use to describe you? Easygoing, fun and caring.

When you’re not working, what do you care most about? Spending time with my wife and kids and attending Clemson sporting events.

What’s your Money Mind®? Commitment, “The Giver.”


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.

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Jill Allen

Director Of Operations

jill.allen@unitedcp.com

Prior to joining United Capital Jill Allen spent 18 years with Nationwide Insurance. She now oversees daily operations of Anderson’s office, including human resources, compliance, payroll and accounting. She also provides excellent client support.

What do you like most about working at United Capital? I enjoy being part of a team that is passionate about what they do. I also enjoy learning new things while helping co-workers and clients on a daily basis.

When you’re not working, what do you care most about? For me it’s all about family and friends, and I love to travel and shop.

What are three words people use to describe you? Genuine, dedicated and responsible.

What’s your Money Mind®?  Happiness, “The Spender.”

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Leslie Morgan

Relationship Manager

leslie.morgan@unitedcp.com

As Relationship Manager, Leslie Morgan works hand in hand with clients and the Managing Directors during the Guidance process. She supports the advisers in the implementation of the clients’ financial plans and works tirelessly to help ensure the clients’ needs and expectations are met on a personalized level.

What do you like most about working at United Capital? The personal interaction with clients and knowing my work helps our clients live better financial lives.

When you’re not working, what do you care most about? Spending quality time with my family.

What are three words people use to describe you? Dependable, thorough and personable.

What’s your Money Mind®? Fear, “The Protector.”


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Misty Rose

Relationship Manager

misty.rose@unitedcp.com

Misty Rose is one of Anderson’s Relationship Managers, serving as liaison for the clients and Managing Directors. She helps in the firm's Guidance process and helps ensure that clients’ needs are met on a highly personalized level.

What do you like most about working at United Capital? The team approach we use in our office to provide a high level of service and care to our clients.

When you’re not working, what do you care most about? My Dalmatian puppies, Chopper and Riot, and of course, the Atlanta Falcons.

What’s your Money Mind®? Fear, “The Protector.”

Start the conversation

2202 North Main Street
Anderson, SC 29621
864-231-7760

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