Brooke McLeod, CFP®SENIOR RELATIONSHIP MANAGER
Brooke McLeod serves as a Senior Relationship Manager for United Capital. As such, she is a liaison between clients and the firm’s managing directors. She assists in planning for client meetings, maintaining client data and ensuring that clients’ needs are met on a personalized level.
Prior to United Capital, Brooke worked as PPA’s broker dealer administrator, responsible for communication with the custodian, Pershing, LLC, and handling all requests. Brooke obtained her CFP® designation in 2014 and holds Series 7 and 66 FINRA securities registrations.
Brooke graduated Cum Laude from the University of Georgia with a degree in Financial Planning. In part for her role as President of the UGA Student Financial Planning Association and for the financial planning and tax work that she did as a volunteer, Brooke received the 2010 Ameriprise Travel Award for “outstanding achievement in learning, leading and making a difference.”
Brooke currently resides in Alpharetta, Georgia, with her husband Thomas. She enjoys traveling, sports, reading, exercising, hiking and spending time with friends and family. Brooke and Thomas are active members of Perimeter Church in Johns Creek.
Registered Administrative Assistant of 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. Cetera is under separate ownership from any other named entity.