Welcome to United Capital Boca Raton
Experience wealth management, reimagined.
Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.
Kathleen A. GraceManaging Director
Tabitha LeTourneau MeyererManaging Director
Kathleen A. Grace, CFP®, CIMA®
Kathleen A. Grace, CERTIFIED FINANCIAL PLANNER (CFP®) professional and Certified Investment Management Analyst (CIMA®), is a Managing Director of United Capital Financial Advisors. She advises affluent families, Fortune 500 executives, entrepreneurs and institutions throughout the country on all facets of financial planning, helping them chart a financial course with the goal of lifetime wealth creation.
With over 20 years of extensive experience, Kathleen began her career working with Commodity Futures at the Chicago Board of Trade. She has also held executive positions with RSM McGladrey, Inc., Capital Planning Group, Merrill Lynch Private Client Group and Citigroup.
Kathleen earned a Bachelor’s Degree in Business Administration in Finance from the University of Miami and completed her CFP® curriculum at Nova Southeastern University School of Business. She has been a guest lecturer on a variety of financial topics to groups and universities, including the Wayne Huizenga Graduate School of Business and Entrepreneurship. In addition, Kathleen was awarded the CIMA® designation presented by the Investment Management Consultants Association with education and curriculum through the Wharton School of Business. The CIMA® designation is a professional designation exclusively for investment management consultants. Kathleen served as a subject matter expert for the CIMA® certification exam.
Kathleen was honored in the class of 2016 as Influential Business Woman of the Year by the South Florida Business Journal. She is a frequent contributor to print, radio and television media. She currently serves as Executive Board Member and Co-Chair of the Starfish Circle Initiative of Women In Distress, as former Florida Atlantic University Foundation Board Member and Chair of the Investment Committee as former Advisory Board Member for the Broward Bank of Commerce, and actively supports the Unicorn Children’s Foundation.
Kathleen is also the author of international best-seller Prince Not So Charming®, a financial planning novel.
Tabitha LeTourneau Meyerer, CFP®
Tabitha LeTourneau Meyerer is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, specializing in personal financial analysis and strategic financial planning for high-net-worth individuals. As Co-Founder of Excelsior Capital Advisors, LLC, now a Managing Director of United Capital Financial Advisors, Tabitha is responsible for the overall operations, including client service coordination, implementation of investment strategy, financial planning, concierge services and compliance monitoring.
With over 14 years of experience, Tabitha has extensive knowledge in relationship management for affluent families. Her expertise includes coordinating and implementing various financial services for high-net-worth clients, such as personal financial planning, investment management, risk management and estate planning. Prior to co-founding Excelsior Capital Advisors, LLC, Tabitha held executive service positions for RSM McGladrey, Inc. and SunTrust Bank.
Tabitha earned her Bachelor's of Business Administration in Finance and Management from the University of Florida in 1999. In addition, she completed her CFP® curriculum from Florida Gulf Coast University in 2002.
Tabitha serves as Treasurer for the Unicorn Children's Foundation and has chaired main fundraising events for the Unicorn Children's Foundation and the Boca Raton Historical Society. She served on the Board of Directors and Conference Planning Committee for the South Florida Financial Planning Association for five years.
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980 North Federal Highway Suite 400
Boca Raton, FL 33432
*Award not indicative of investment performance.