Welcome to United Capital Clermont

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management. We help you Live Richly℠.

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About Our Office

Our team at United Capital works with a small group of clients who are interested in creating a personal, professional relationship to help maximize their financial potential. What keeps you up at night? Asking yourself? Am I OK, Will I run out? Will I be a burden to my family? How much is enough? We strive to create peace of mind and comfort that you may live your “One Best Financial Life®.”

DO you want to work with professionals? Consider working with a CERTIFIED FINANICAL PLANNER™ professional. Many people may think all financial planners are the same, but this isn’t true. Any active registered investment adviser representative may have the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP®professional. Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.

What you need is an independent, fiduciary and advocates crafting a dynamic planning process to help you reach your specific goals.

Our Managing Director, Cary Carbonaro, is also available to meet at the following location in New York:

7 Platt Place
Huntington, NY 11743

If you have any questions please email colleen.martinez@unitedcp.com.

Meet Our Financial Advisor Team

Michael Duncan

MANAGING DIRECTOR

201.301.8087

michael.duncan@unitedcp.com

Dawn Robertson

DIRECTOR OF OPERATIONS

201.301.8087

dawn.robertson@unitedcp.com

Maureen G. Groh, FPQP™

SENIOR RELATIONSHIP MANAGER

201.301.8087

maureen.groh@unitedcp.com

Colleen Martinez

CLIENT SERVICES MANAGER

201.301.8087

colleen.martinez@unitedcp.com

Our United Capital Team Location

20802 S Buckhill Rd.
Clermont, FL 34715

Telephone: 201-301-8087
Facsimile: 201- 301-8090

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Affiliated Offices

Huntington

7 Platt Place
Huntington, NY 11743

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New York and New Jersey

115 W. Century Rd., Suite 160
Paramus, NJ 7652

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Local Happenings

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About Financial Life Management

We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

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Personal Wealth Management Investing

Discover Your MoneyMind®.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain or take care of the ones you love, the way you feel about money effects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life.

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We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

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We respect your privacy. Read our privacy policy here.

Want to speak with us now? Give us a call at 833-346-5433

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Securities offered through 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, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site. You can also view Cetera’s Privacy Policy, Important Disclosures & Business Continuity Plan.