Welcome to United Capital Dallas

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management that helps you live richly.

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About Our Office

The Advising Corporate Employees (ACE) program works with corporate employees to create personalized investment strategies so that you can have the retirement you want. Our goal is to be a part of our client's lives on a daily basis to help you live a better life and protect yourself from life's surprises.

Our advisers specialize in understanding employee benefits of Fortune 500 companies around the country. We recognize the importance of gathering comprehensive knowledge of any employer contribution plans, 401(k)s, pension benefits, life and health insurance, and non-qualified and retirement benefits. Our clients are in a wide range of industries, such as defense, energy, financial services, food and beverage, healthcare, technology, and telecom.

Meet Our Financial Advisor Team

Amber Andregg

WEALTH ADVISER

972-409-0885

amber.andregg@unitedcp.com

Joshua B. Smith

SENIOR WEALTH ADVISER

972-409-0885

joshua.smith@unitedcp.com

Larry Jackson

WEALTH MANAGER

972-409-0885

larry.jackson@unitedcp.com

Jonathan Doshier

SENIOR WEALTH MANAGER

972-409-0885

jonathan.doshier@unitedcp.com

James Donahue

WEALTH ADVISER

972-409-0885

james.donahue@unitedcp.com

Matt Bennett, CFP®

SENIOR WEALTH MANAGER

972-409-0885

matt.bennett@unitedcp.com

Lane Lamb

SENIOR WEALTH MANAGER

972-409-0885

lane.lamb@unitedcp.com

Monalynd Young, CFP®

SENIOR RELATIONSHIP MANAGER

972-409-0885

monalynd.young@unitedcp.com

Brenda Fraga

SR. ADMINISTRATIVE MANAGER

972-409-0885

brenda.fraga@unitedcp.com

Sara Bowes

CLIENT SERVICES MANAGER

972-409-0885

sara.bowes@unitedcp.com

Priscilla Postigo

ADMINISTRATIVE MANAGER

972-409-0885

priscilla.postigo@unitedcp.com

Our United Capital Team Location

125 E. John Carpenter Frwy Suite 1200
Irving TX, 75062

Telephone: 972-409-0885
Facsimile: 972-409-0887

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Affiliated Offices

North Dallas

5810 Tennyson Parkway Suite 200
Plano TX, 75024

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Houston

1177 West Loop South Suite 1685
Houston, TX 77027

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San Antonio

17806 IH 10 W Suite 300
San Antonio TX, 78257

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Morristown

55 Madison Ave Suite 300
Morristown NJ, 07960

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Denver

1805 Shea Center Drive, Suite 220
Highlands Ranch CO, 80129

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Local Happenings

Apr 19, 2019

Live Workshops

Our in-person educational workshops will help you provide clarity into your retirement.

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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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United Capital Wealth Management

United Capital Financial Insights

The Human Connection is What Matters Most

Our advisors have access to many high-quality services that enable us to ensure that your money is always working throughout your life towards the life you want.

Speak With A Financial Advisor

Check the background of this investment professional on FINRA's BrokerCheck.

Securities offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), 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.

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.