Welcome to United Capital Tampa Bay

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 United Capital Tampa Bay office works with clients to help improve their lives with a goal to give them genuine control over their financial lives. We utilize a dynamic process based on the life you want to lead and continually adapt to the changing world and your needs. After all, isn’t ensuring that you can live the life you want what a wealth manager is for? We call it Financial Life Management.

In addition to our New Port Richey location, our team is also located in Tampa, FL at:

330 W. Bearss Avenue
Tampa, FL 33613
Phone: 813-961-5926

Meet Our Financial Advisor Team

Glenn Shane, CFP®

MANAGING DIRECTOR

813-961-5926

glenn.shane@unitedcp.com

Kim Walker

SENIOR DIRECTOR OF OPERATIONS

813-961-5926

kim.walker@unitedcp.com

Ken Allgood

ken.allgood@unitedcp.com

727-846-8555

ken.allgood@unitedcp.com

Janet Christiansen

RELATIONSHIP MANAGER/WEALTH MANAGER

813-961-5926

janet.christiansen@unitedcp.com

Kim Pagliaro

ADMINISTRATIVE MANAGER

727-846-8555

kim.pagliaro@unitedcp.com

Lynn Diaz

CLIENT SERVICE MANAGER

813-961-5926

lynn.diaz@unitedcp.com

Our United Capital Team Location

7231 Little Road
New Port Richey, FL 34654

Telephone: 727-846-8555
Facsimile: 727-841-6188

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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.

Learn More
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

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

Check the background of this investment professional on FINRA's BrokerCheck.

Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Check the background of this investment professional on FINRA's BrokerCheck.

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.