Andrew WolfRELATIONSHIP MANAGER
Andrew Wolf serves as Relationship Manager, having joined the team in December 2012. He is responsible for identifying and helping to bridge any communications or administrative gaps that may exist between our clients and our advisers, enhancing the convenience and fluidity of the services United Capital provides. Sitting in on client meetings, working with clients prior to and following meetings to collect important account information, updating clients’ financial data and deliverables, and assisting with case preparation are a few of the important tasks Andrew performs. Andrew holds a degree in Management Information Systems from the University of Wisconsin, Milwaukee, and has multiple years’ experience working as a web developer for a major national retailer. Andrew lives in Modesto, is married and has two beautiful children.
Registered Administrative Assistant of 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.