Kendra McKuinDIRECTOR OF OPERATIONS
Kendra McKuin serves as the Director of Operations for United Capital Financial Advisors with 20 years of operational experience in financial services. Prior to joining United Capital, she served with Kernodle & Katon Tax and Asset Management Group as an Investment Adviser Representative and Client Relationship Manager, where she was in charge of the operational oversight, trading, planning and compliance. Her focus is on developing a caring culture, both with the other team members and with our clients. Kendra plays an active role in working directly with the clients of United Capital of Nashville and Little Rock to provide a link between them and the advisers of our firm. She provides support through ongoing contact and project management. Her specialties include having detailed knowledge of the specifics involved in each one of our client situations. This provides our team the ability to deliver timely, accurate and holistic wealth counseling that ultimately may help our clients make decisions that will allow them to live their One Best Financial Life®.