Welcome to United Capital North Dallas

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management. We help you Live Richly℠.

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About Our Office

The Advising Corporate Employees (ACE) program works with corporate employees to create personalized investment strategies so that you can have the retirement you want. Our goal is to be a part of our client's lives on a daily basis to help you live a better life and protect yourself from life's surprises.

Our advisers specialize in understanding employee benefits of Fortune 500 companies around the country. We recognize the importance of gathering comprehensive knowledge of any employer contribution plans, 401(k)s, pension benefits, life and health insurance, and non-qualified and retirement benefits. Our clients are in a wide range of industries, such as defense, energy, financial services, food and beverage, healthcare, technology, and telecom.

Meet Our Financial Advisor Team

Joshua B. Smith

SENIOR WEALTH ADVISER

972-409-0885

joshua.smith@unitedcp.com

Amber Andregg

WEALTH ADVISER

972-409-0885

amber.andregg@unitedcp.com

Jonathan Doshier

SENIOR WEALTH MANAGER

972-409-0885

jonathan.doshier@unitedcp.com

Lane Lamb

SENIOR WEALTH MANAGER

972-409-0885

lane.lamb@unitedcp.com

Alex Monroe

Relationship Manager

972-409-0885

alex.monroe@unitedcp.com

Annie Cohen

ADMINISTRATIVE MANAGER

972-409-0885

annie.cohen@unitedcp.com

Angelina Sanchez

ADMINISTRATIVE MANAGER

972-409-0885

angelina.sanchez@unitedccp.com

Our United Capital Team Location

5810 Tennyson Parkway Suite 200
Plano, TX 75024

Telephone: 972-409-0885
Facsimile: 972-409-0887

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Affiliated Offices

Dallas - Ross & Blumenthal

125 E. John Carpenter Frwy Suite 1200
Irving, TX 75062

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San Antonio

17806 IH 10 W Suite 300
San Antonio, TX 78257

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Morristown

65 Madison Ave, Suite 110
Morristown, NJ 079660

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Houston - Ross & Blumenthal

1177 West Loop South Suite 1685
Houston, TX 77027

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Denver/Highlands Ranch

1805 Shea Center Drive, Suite 220
Highlands Ranch, CO 80129

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Local Happenings

Aug 21, 2019

Live Workshops

Our in-person educational workshops will help you provide clarity into your retirement.

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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

Speak With a Financial Advisor

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

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Securities offered through 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, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site. You can also view Cetera’s Privacy Policy, Important Disclosures & Business Continuity Plan.