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.
We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.
Want to speak with us now? Give us a call at 833-346-5433
Check the background of this investment professional on FINRA's BrokerCheck.
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.