Connect with a financial advisor: 833-346-5433
Connect with a financial advisor

United Capital Financial Advisors in Nashville - Brentwood

Are you living the life you want? Consult a local advisor about a proven, engaging approach to wealth management. We help you Live Richly℠.

Speak with an Advisor Contact My Advisor
United Capital Financial Advisors Nashville - Brentwood, TN

About Nashville - Brentwood Office

Terri established her financial planning career in 1997 and brings over 20 years’ experience to her role as the Managing Adviser for United Capital’s Nashville office. In 2013, Terri founded Richland Advisory, LLC, to fulfill her dream of creating a unique financial planning firm dedicated to advising her clients on how to live their best possible financial life. Richland Advisory was committed to offering more services to their growing list of clients, and in 2015 chose a strategic partnership with United Capital, a privately held Registered Investment Advisor based in Newport Beach, California with nearly $13 billion in assets under management. Terri provides personalized advice on wealth accumulation and investment advisory, as well as overall financial life management to individuals, families and small business owners. She is particularly passionate about advising other professional women such as herself, who desire to realize the peace and subsequent joy which can come from finding work, life, and financial balance.

Meet Our Nashville - Brentwood Financial Advisor Team

Our United Capital Team Location

112 Westwood Place, Suite 360
Brentwood, TN 37027

Telephone: 615-373-6865
Facsimile: 615-219-0265

Get Directions

Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

Learn More about Financial Life Management
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 affects 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. Discover your MoneyMind®now.

Start Free Exercise
United Capital Wealth Management

United Capital Financial Insights

Speak With a Financial Advisor

We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

Confirmation success!

Thank you for your submission.

We respect your privacy. Read our privacy policy here.

Want to speak with us now? Give us a call at 833-346-5433

*Award not indicative of investment performance.