Welcome to United Capital Nashville

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management that helps you live richly.

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About Our 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.

terri_ward_headshot.jpg

Meet Our Financial Advisor Team

Kara Murphy, CFA

CHIEF INVESTMENT OFFICER

615-373-6865

James Olmore, CFP®

NATIONAL PROGRAM MANAGER

615-373-6865

james.olmore@unitedcp.com

Lacey Mulroy, RP

RELATIONSHIP MANAGER

615-373-6865

lacey.mulroy@unitedcp.com

Matthew Unger, CFP®

SENIOR GUIDANCE SPECIALIST

615-373-6865

matthew.unger@unitedcp.com

Our United Capital Team Location

112 Westwood Place, Suite 360
Brentwood TN, 37027

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

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About Financial Life Management

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.

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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 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.

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United Capital Wealth Management

United Capital Financial Insights

The Human Connection is What Matters Most

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.

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*Award not indicative of investment performance.