Clive CholertonSenior Vice President, Head of FinLife Partnership Development
What are three words people use to describe you?
Energetic, creative, driven.
When you are not working, what do you care about most?
My family. My wife is an accomplished actress, and my son is ready to embark on his college experience. Also, I love hockey. I’m Canadian, so it is embedded in my DNA.
What's your MoneyMind®?
Clive Cholerton, now the VP of Growth Practice Management for United Capital, was previously a Managing Director with United Capital since 2007. Prior to that, he owned and managed his own financial firm in Boca Raton, Spectrum Assets, Inc., since 1997. A true advice-plan financial adviser, Clive’s passion for the industry stems from his intrinsic desire to listen to and accomplish the goals set forth by his clients.
Applying the Honest Conversations® and Your Money Mind® experience, he strives to make the clients’ financial goals attainable. Utilizing a team-based approach to proactive client services, his team is there to ensure the clients’ needs are met in a swift and efficient manner.
In addition to work Clive does with his personal clients, he acts as a consultant to the newly acquired firms of United Capital. His work focuses on integration of the United Capital methodologies and protocols, development and execution of a business plan, and reengineering and training of staff.
Originally from Saskatchewan, Canada, Clive made sunny South Florida home in 1997. He is a graduate of Shenandoah University and is married to accomplished actress Margery Lowe. They have one son, Evan.
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.