Welcome to United Capital Harlingen

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 the United Capital Harlingen office understands that successful investing for retirees is different. This money is very important and cannot be replaced. We believe there is always a smarter and safer way to invest if you’re retired. However, we believe it’s just as important that we both feel secure about working together and that develops through communication, transparency, and building relationship.

We are proud of the work we are doing for our clients, and we welcome the opportunity to share ideas on how we could help you.

Meet Our Financial Advisor Team

Ed Sokolosky

SENIOR WEALTH ADVISER

956-216-7525

ed.sokolosky@unitedcp.com

Brittany Washington

CLIENT SERVICES SPECIALIST

956-216-7525

brittany.washington@unitedcp.com

Michelle Sharum

DIRECTOR OF OPERATIONS

956-216-7525

michelle.sharum@unitedcp.com

Heather Garvin

CLIENT SERVICE SPECIALIST

956-216-7525

heather.garvin@unitedcp.com

Our United Capital Team Location

305 E Jackson, Suite 101
Harlingen, TX 78550

Telephone: 956-216-7525
Facsimile: 972-409-0887

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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

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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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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. 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.