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At the United Capital Memphis office, our goal is to provide effective, customized solutions to the wealth management challenges facing high net worth individuals and families, including: portfolio management, financial planning, and ancillary “family office” services (consolidated financial reporting, bill payment, etc.). We offer employment to the most talented, motivated, and empathetic individuals who join our team of professionals dedicated to client care. We work diligently to fully support the success of our clients, our staff, and our shareholders.

Our team approaches every professional engagement with a simple question: “how do we best serve the interests of our client?”

In a highly competitive financial services marketplace, we are distinguished by our people, principles, processes, personalized service, and performance. Our people are highly skilled professionals that embrace our corporate value of providing objective financial advice – free from the conflicts of interest associated with compensation models that reward salesmanship and trading rather than results. We focus on disciplined, objective, quantitative models employed to give our clients the best chance of achieving the performance necessary to fund their long-term goals.

Community Service

United Capital is more than just a wealth management firm; it is a company that is deeply concerned with helping the community, non-profit organizations and the arts. For the past several years, United Capital has centered its events and holiday gifts towards a focus on these efforts. In 2009, we began a Speaker Lunch Series featuring influential members of our community talking to our clients and friends about a variety of topics from politics, sports, health care and city growth.

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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.