Welcome to United Capital Great Falls

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.

About Our Office

The United Capital office in Great Falls has a diverse client base that includes wealthy families, individuals, trusts, corporate retirement/pension plans and foundations. We have clients located across the United States, Canada and Europe. 

Our goal is to build a long term trust relationship with you providing ongoing financial advice to help your family or business make better financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation. For individual clients, our relationship very often spans multiple generations. It is this close relationship that sets us apart from the large investment, insurance and banking organizations.

We invite you to visit our page, learn more about our team and read our latest white paper.

The Money Navigator 
by Paul Bennett

The Money Navigator provides key insights into human economic behavior, the many reasons why investors make poor decisions, and why financial and insurance products are so misunderstood. Learn how a Money Navigator – a full-scale CFP® professional – can help you invest well and manage your financial life with ease. 

With fresh insight and real-life examples backed by in-depth research, each chapter of The Money Navigator offers readers practical takeaways for their particular situation, whether they find themselves on the cusp of retirement, already retired, or facing a life transition. Bennett’s expert navigation and advice propels every reader toward the life they always imagined and equips them with the tools to attain their goals. 

**Nothing contained in the book the Money Navigator should be misconstrued as investment, financial, legal, tax or other professional services advice, but is general information only. Nor is the information provided in the book being offered by United Capital Financial Advisers, LLC, its parent or its subsidiary entities.

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Easy Essays on Economics
by Paul Bennett

Most books about economics either focus granularly on extremely complex subject matter or conversely, provide a cursory overview of topics that require more in-depth review. Easy Essays on Economics was written to  bridge the gap between the technical and simplistic explanations routinely found in economics books.

Beginning with the history of economic thought in ancient times, Dr. Bennett explains the foundational elements of the social science of economics, presenting the economic explanations behind selected significant  historical events of the past 200 years. 

**Nothing contained in the book Easy Essays on ECONOMICS should be misconstrued as investment, financial, legal, tax or other professional services advice, but is general information only. Nor is the information provided in the book being offered by United Capital Financial Advisers, LLC, its parent or its subsidiary entities.

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The Divorce Dance
by Stan Corey

"I want a divorce " are four words that will change your life forever. Whether you're declaring divorce or forced to accept it, ending a marriage is one of the toughest challenges you'll ever face. So when you're stressed out, scared, angry, and full of uncertainty, how do you make the best decisions and maintain peace of mind? The Divorce Dance will teach you powerful strategies to overcome obstacles, avoid catastrophic losses, and master your money for the rest of your life. 

**Nothing contained in the book The Divorce Dance should be misconstrued as investment, financial, legal, tax or other professional services advice, but is general information only. Nor is the information provided in the book being offered by United Capital Financial Advisers, LLC, its parent or its subsidiary entities.

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Financial Economics of Index Annuities
by Paul Bennett

Average investors hold their equity mutual funds slightly over three years, which significantly hinders their long-term performance. This study found that there is a statistically significant difference between the investor returns of index annuities and the investor returns of equity mutual funds for six distinct time periods starting from 1997-2011 and ending with 2002-2011. Additionally, the risk-adjusted investor returns of index  annuities outperformed the risk-adjusted investor returns of equity mutual funds for the same time frame.

**Nothing contained in the book Financial Economics of Index Annuities should be misconstrued as investment, financial, legal, tax or other professional services advice, but is general information only. Nor is the information provided in the book being offered by United Capital Financial Advisers, LLC, its parent or its subsidiary entities.

Buy the book

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Forbes

To budget better, the first step is to admit what you don't know

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The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is United Capital liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.

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

Paul C. Bennett
Managing Director
Stanley B. Corey
Managing Director
Mark E. Weber
Wealth Manager
Adam Morgan
Wealth Manager
Jayme Juncker
Client Services Manager
Sandy Zavitsanos
Client Services Manager
Sladjana Lijeskic
Client Services Manager
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Paul C. Bennett, PhD, MSF, CFP®

Managing Director

Dr. Paul C. Bennett is a CERTIFIED FINANCIAL PLANNER professional (CFP®), Chartered Financial Consultant (ChFC®) and Managing Director of the United Capital office in Great Falls. He holds a PhD in Economics with Distinction from SMC University. He also holds a MS in Finance with Honors from Indiana University Kelley School of Business and a BA from the University of Florida. He is currently pursuing a postdoctoral Master of Science in Applied Analytics from Columbia University.

He has completed the Advest Institute's advanced program on Behavioral Finance and Portfolio Analytics at Harvard University. Dr. Bennett is a published author of books and articles on investments, personal finance and economics. He also serves as a subject matter expert for the Certified Financial Planner Board of Standards (CFP Board), contributing to the development of examination questions for the CFP® Certification Examination.

A native Washingtonian, Dr. Bennett has over 25 years of wealth management experience. He is an elected member of the Washington, D.C. Estate Planning Council and a member of the Financial Planning Association. He is a member of the Board of Directors of the Rotary Club of Great Falls and has served on the Investment Committee for the Langley School. He previously was on the Board of Trustees for Capital Hospice as well as the Finance and Planned Giving Advisory Committees. He also was the past Chairman of the Investment Committee for Capital Hospice. Additionally, he has served on the Planned Giving Development Committee for INOVA Fairfax Hospital for Children.

Dr. Bennett and his business partner were recognized in 2009 by Boomer Market Magazine as The Advisors of the Year. He has been recognized by Washingtonian magazine as a Top Financial Advisor, and Kiplinger's Personal Finance Magazine, the Journal of Accountancy and the American Bar Association Journal recognized him as Who's Who of Virginia Certified Financial Planner professionals. Dr. Bennett is an editorial contributor to WealthManagement.com, as well as a contributor to the Guggenheim Investments Advisor Benchmarking Index and Boomerater.com. He is quoted often in the press, has been featured on CNNRadio.com and has contributed to various publications, such as U.S. News and World Report, Advisor Today, Dow Jones News, Financial Advisor Magazine, Financial Planning Magazine, Investment News, The Washington Business Journal, The Washingtonian and The Washington Times.

Dr. Bennett resides in Great Falls, Virginia, with his wife and twins. In his free time, he enjoys playing tennis, traveling with his family, reading nonfiction and playing an occasional round of golf.

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Stanley B. Corey, CFP®

Managing Director

Stanley B. Corey is a Certified Financial Planner professional (CFP®), Chartered Financial Consultant (ChFC), and a Managing Director of United Capital Financial Advisors in Great Falls, Virginia. He has almost 40 years of experience in the financial services industry. Throughout his financial planning career Stanley has been an active participant in the industry associations, serving on a number of advisory councils for the IAFP, currently the Financial Planning Association (FPA), a member of the Institute of Certified Financial Planners, the International Association of Collaborative Divorce (IACP) and member of the Washington D.C. chapter of the FPA. He has also completed the Harvard Negotiation Institute Workshop in September 2009 at Harvard Law School. For 18 years, he was an instructor at Northern Virginia Mediation Service and past President of NVMS. He has become a leading financial mediator and financial neutral in collaborative divorce cases.

Stanley was born in New York and grew up in Stony Brook, New York, on Long Island. Upon graduation from American International College in Springfield, Massachusetts, in 1971, he served in the U.S. Navy for just over four years. Service in the Navy brought him to the Washington, D.C. metropolitan area in 1972, and he has been here ever since. He began his career in the financial services industry in 1980, and in 1986 he formed his own firm, Great Falls Financial Services, a fee-based independent Registered Investment Advisory firm. In 2006, he merged his firm with Private Wealth Advisors to form c5 Wealth Management, LLC. In 2013, he and his partner merged c5WM with United Capital Financial Advisors in Newport Beach, California and is a partner in UCFA. Since 2003, Stanley has been selected as one of the nation's Top 500 Wealth Managers by Bloomberg Wealth Manager Magazine, and in 2009 he and his partner were selected as Financial Planners of the Year by Boomer Market Advisor magazine. Most recently, was named as one of the Top Financial Planners in Northern Virginia for 2016.

Community Involvement: Stan has been an active member in the local community, has been a guest speaker at a number of industry conferences, is a featured writer on a blog for “Sixty & Me,” and co-wrote and co-taught a required course for mediator certification at Northern Virginia Mediation Services (NVMS). He has been a speaker on the financial aspects of divorce at the Women's Center in Vienna, Virginia; has been featured in national publications such as USA Today, Working Women Magazine, MONEY, Good Housekeeping and Northern Virginia Magazine; and has provided expert commentary on local television networks. He continues to work closely with a number of local Family Practice Lawyers, is an expert witness in divorce cases and a founding member of the Virginia Collaborative Professionals (VACP). He is a former member of the BOD of Lift Me Up, a therapeutic riding organization in Great Falls, and a current member of the Executive Committee of the Georgetown Lombardi Cancer Research Center. He has written a book, The Divorce Dance (divorcedance.com), released in January 2016. This is a novel that deals with the monetary, emotional and legal issues, taking the reader through a divorce where the wife educates the reader by her own investigation of what to do as she goes through her own divorce process. As a result he has become well recognized locally as one of the top Financial Advisors in Family Law. Stan continues to promote mediation and collaborative divorce as an alternative to a litigated divorce. He is many times the financial advocate for the less well informed in divorce cases, providing understanding complex financial issues and helping the client make difficult decisions that affect the rest of their lives.

Stan’s Client Philosophy: Stan loves to figure out a client’s needs just like someone else might put together a puzzle. He listens to a client explain their financial concerns, dreams and desires and then maps out a plan to try and help them reach those goals. “It is all in listening to the client, understanding their overall situation and then figuring out the best way to help them reach their goals.” He believes that planning is a process, not an event. His goal is to help clients make better financial decisions by having them understand their options and the long-term impact of their choices. It is the working-together relationship that he enjoys the most, learning all about the client and their family dynamics, and in many cases working with siblings, parents and children of the client. 

Over the years, Stan has also worked with a number of clients who have a special needs child or sibling or incapacitated parent. This became a personal issue when his grandson was severely injured in an auto accident at the age of just 5 months in 2004. As a result, he has become very knowledgeable in the issues of Special Needs children and has great satisfaction in being able to assist families in this matter. In addition, he has been working with many retirees from the transition into retirement through the life changes during retirement, from aging in place to finding the best place to receive care, either at home or in an assisted-living environment. He has spoken at a number of retirement communities about the changes and is currently writing a book about the different stages of retirement, from the transition into retirement and the go-go years to slow-go to no-go and end-of-life planning. The book should be released in 2018.

Activities and Hobbies: He and his wife, Jayme, live in Great Falls and enjoy being with their children and grandchildren. Stan raced and cruised on sailboats for most of his life. He still is able to go on an occasional sail with friends but now spends many weekends playing golf with new friends and his wife. In addition, he is able to have an opportunity to fly fish on the Potomac River and do floats on other Virginia rivers. He has replaced his boats with ones with four wheels! He can be found most Saturday mornings at the Great Falls “Cars and Coffee” car event that is open to the public.

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Mark E. Weber, CFP®, CFA, CPWA®

Wealth Manager

Mark E. Weber is a Wealth Manager for United Capital's Great Falls office. He is a CERTIFIED FINANCIAL PLANNER professional (CFP®) and holds the Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA®) designations. He also holds a Master of Science in Financial Services from the American College and has over 16 years of experience in the financial planning profession. He is an active member of the National Capital chapter of the Financial Planning Association and formerly served on the Board of Trustees for Capital Caring, based in Falls Church, Virginia. 

Mark is originally from Northern Virginia, earning his Bachelor of Science in Biology from James Madison University. He currently lives in Reston, Virginia with his wife, Pam, and their two sons, Ryan and Evan. In their spare time, they enjoy international travel and outdoor recreation, including hiking, kayaking and skiing.

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Adam Morgan, MBA, CFP®, CDFA®

Wealth Manager

Adam Morgan is a Wealth Manager for United Capital Financial Advisers, LLC in Great Falls, Virginia. Adam holds specialty designations, which include Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA). He graduated with a BS in Psychology from Bridgewater College and an MBA from Radford University and has worked in the financial industry for over 10 years. Adam has also completed his training as a Financial Neutral in the Collaborative Divorce process through the International Association of Collaborative Professionals.
Adam is a member of the Financial Planning Association, the Institute for Divorce Financial Analysts and the International Association of Collaborative Professionals. Adam is a former member of the Investment committee for Capital Hospice and former Board Member for the Roanoke Valley SPCA.

Adam is a native of Virginia and currently resides in Reston, Virginia, with his wife, Brooke. In his spare time, Adam enjoys mountain biking on local trails, reading, traveling, attending sport events and spending time with family and friends.

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Jayme Juncker

Client Services Manager

Jayme Juncker has over 22 years of work experience as an administrative and executive assistant. She has worked in the financial services industry for the past 13 years. Jayme has been an active participant in the business growth of Great Falls Financial Services through their merger with Private Wealth Advisers to the creation of c5 Wealth Management, now the United Capital office in Great Falls. Her primary responsibilities include coordination of special projects and social events at the Great Falls office as well as general office work making sure that all clients’ needs are met.

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Sandy Zavitsanos

Client Services Manager

Sandy Zavitsanos has been with the United Capital Great Falls office since 2010 working, diligently with our clients and custodians to prepare all new account and transfer paperwork.

Sandy has over 13 years of experience as an Executive and Administrative Assistant. She is also a Notary Public and provides notary services for United Capital clients when needed. When not working, she enjoys movies, reading, hiking, tennis and spending time with her family.

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Sladjana Lijeskic

Client Services Manager

Sladjana Lijeskic serves as a Client Services Manager for the United Capital team in Great Falls. As our clients’ first impression of UC, she is very passionate about helping others and strives to provide an exceptional client experience.

Sladjana has over 13 years of customer service experience. Prior to joining United Capital, she had been working as an Administrative Assistant for the Urology Group in Reston, Virginia.

A Serbian native, Sladjana has lived and worked in the United States since 2010. Sladjana resides in Potomac Falls, Virginia and enjoys traveling and spending time with family and friends. She is seeking to achieve additional education and certification in the financial industry.

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746 Walker Road, Suite 16
Great Falls, VA 22066
703-759-7007