Our team of advisers at the United Capital Hunt Valley office has the vast knowledge, experience and resources that help enable us to meet all your financial service needs, providing national caliber capabilities with local service.
We are privileged to serve a client base of professionals and accomplished individuals with whom we’ve built solid relationships based on trust, partnership and understanding. We appreciate the opportunity to serve as your advisers and help you grow and protect your wealth while making the most of your financial life.
We welcome you to browse through our page and learn more about our team of advisers and our financial life management services.
*Award not indicative of investment performance.
SENIOR WEALTH MANAGER
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.
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.
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.
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.