Welcome to United Capital North Atlanta

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.

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Awarded #2 on Barron's Top 40 independent advisory firm list for 2018*

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About Our Office

The United Capital North Atlanta office has operated in Atlanta since the early 1980’s. Prior to joining United Capital, our office was Professional Planning Associates. In recent years, our team began doing some self-evaluation to see if there are things we might do better or differently to enhance our clients’ experience. We determined that we could create more value for our clients by reshaping our structure and obtaining more investment, technology and financial planning resources on their behalf.

Out of this evaluation process came the opportunity to partner with United Capital, one of the fastest growing and most innovative financial advisory firms in the country. By joining forces with United Capital, we are better positioned to spend more time with our clients, hearing their needs and earning and retaining their trust.

We have valued our independence for over 30 years, yet now is the opportune time to join forces and share best practices nationally. We are fortunate to establish this partnership with a firm that shares our philosophies and principles and will bring the added tools and technologies needed to help us serve our clients even better into the future.

We are a full service financial planning firm who are committed to building and preserving your personal wealth for the things in life that matter most to you. Our priorities are to help you:

  • Protect your assets
  • Enjoy your wealth
  • Provide for those to whom you are committed

Achieving your financial success beings with clearly identifying what you want to accomplish and having a partner to help you get there. We start by seeking to understand your current financial resources and goals. Inherent in this process is the importance of understanding your values – your core beliefs that drive your decisions. By integrating these factors (resources, goals, values) we are then able to create a plan that will help lead to your financial success.

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

A. Ross Ramsey
Managing Director
R. Corley Watson
Managing Director
Charles J. "Rocky" Costa
Managing Director
Kari Hess
Director of Operations
Cindi Brown
Relationship Manager
Brooke McLeod
Senior Relationship Manager
Wesley "Wes" Turner
Wealth Adviser
Mary Beth Hodges
Relationship Manager
Brett Mendenhall
Relationship Manager
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A. Ross Ramsey, CFP®

Managing Director

ross.ramsey@unitedcp.com

Ross Ramsey serves high-net-worth clients throughout the United States, helping them meet their comprehensive financial advisory needs. His areas of expertise include retirement income planning, investment allocation, insurance analysis and philanthropic giving. Prior to joining United Capital, Ross was the Managing Member of Professional Advisory Resources and affiliated with PPA Advisors. He holds the CERTIFIED FINANCIAL PLANNER designation.

Ross is a graduate of the University of Mary Washington, where he played intercollegiate soccer and served on the Honor Council. He later served on the University’s Alumni Association Board of Directors. Additionally, Ross holds a graduate degree from Georgia State University.

Currently, Ross serves as Treasurer of Fellowship Christian School and Fundraising Chairman of the school’s ONE Capital Campaign. In the past, he has served on three local for the Fellowship of Christian Athletes.

Ross and his wife, Lori, a native of Atlanta, have three fun-loving children. They attend Fellowship Bible Church in Roswell. In his spare time, Ross enjoys traveling with his family, coaching and playing golf.

Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), 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.


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R. Corley Watson, CFP®

Managing Director

corley.watson@unitedcp.com

R. Corley Watson is a Managing Director of the United Capital North Atlanta office and a native of Georgia. Prior to joining United Capital, he had been affiliated with the PPA companies since 2000. He served on PPA’s Strategic Planning and Investment committees and is an investment adviser representative.

Corley graduated from the University of Georgia with an undergraduate degree in Agriculture and Applied Economics. Upon graduation, he entered Morgan Stanley’s investment-training program in the securities industry.

After attending Oglethorpe University, Corley completed the requirements of the CERTIFIED FINANCIAL PLANNER program in 2005. Corley has also been a member of the Financial Planning Association of Georgia.

Corley and his wife, Elizabeth, live in the North Buckhead area of Atlanta. They have three sons, Corley, Will and Sam, and are active members of Second Ponce De Leon Baptist Church. Corley is also a member of the Atlanta Sigma Chi Alumni Association. In his spare time, he enjoys training for and participating in triathlons and golf and chasing his three sons.

Registered Representative of and offering securities 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. Cetera is under separate ownership from any other named entity.  


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Charles J. "Rocky" Costa, CFP®

Managing Director

charles.costa@unitedcp.com

Charles J. "Rocky" Costa is a Managing Director of the United Capital North Atlanta office and a native of Atlanta. Prior to joining United Capital, he had been affiliated with the PPA Companies since 1982. He is a past Board Member of the Financial Planning Association (Georgia Chapter), a General Securities Principal and CERTIFIED FINANCIAL PLANNER.

Over the past 35 years, Rocky has served a wide range of clients, using his vast experience to assist in developing their financial and personal goals. He and his staff implement investment and planning strategies tailored to fulfill each individual's goals. Rocky has served as an instructor of a preretirement planning course at Emory University's Evening at Emory, as well as leading other financial planning seminars in the Atlanta area. He has served on the Atlanta Journal/Constitution Money Management hotline.

A basketball scholarship took Rocky to Lenoir-Rhyne College in North Carolina, where he graduated with a BA in Business Administration. Upon graduation, he played basketball for Athletes-in-Action and Campus Crusade for Christ and later played professional basketball internationally.
Rocky and his family live in Alpharetta and attend Northpoint Community Church. In his spare time, he enjoys exercise and golf.


Registered Representative of and offering securities 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. Cetera is under separate ownership from any other named entity.


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Kari Hess

Director of Operations

kari.hess@unitedcp.com

Kari Hess serves as the Director of Operations for United Capital Financial Advisors with 20 years of financial services experience. Prior to joining United Capital, she served with Professional Planning Advisors, LLC as a Registered Representative and Client Relationship Manager, where she was in charge of the operational oversight, trading, planning and compliance. Her focus is on developing a caring culture, both with the other team members and with our clients. 

Kari’s professional background also includes 10 years in business management and sales. She graduated from Olivet Nazarene University in Chicago with a Bachelor’s Degree in Business Administration and Communication. Kari obtained her Series 7 securities registration in 2005. 

Kari is originally from the Chicago area. She currently lives in Alpharetta and enjoys many outdoor activities, sports, backpacking in Montana or on the Appalachian Trial, reading and spending time with family and friends. She is also involved in Young Life, a relational ministry with high school kids.


Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 


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Cindi Brown

Relationship Manager

cindi.brown@unitedcp.com

Cindi Brown brings 10 years of financial services experience to her role as Relationship Manager for United Capital's North Atlanta office. With an Accounting Degree and prior experience at the U.S. Treasury Department, she joined our team in 2002.

Working closely with the financial advisers, Cindi assists in all aspects of planning for client meetings and maintenance of client data. She maintains regular contact with clients, ensuring that client decisions are implemented as desired, and remains familiar with all aspects of their financial situation.

Cindi lives in Marietta, Georgia, with her husband, Dan, and their children.

Registered Administrative Assistant of Cetera advisor Network LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

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Brooke McLeod, CFP®

Senior Relationship Manager

brooke.mcleod@unitedcp.com

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.


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Wesley "Wes" Turner

Wealth Adviser

wesley.turner@unitedcp.com

Wesley "Wes" Turner joined the United Capital office in 2014. His role as a Wealth Adviser is to develop and maintain client relationships through comprehensive financial planning and wealth management. Wes serves his clients directly by tailoring flexible solutions that help his clients pursue their current financial goals while positioning their portfolios for the future. His areas of focus include investment management, retirement planning and employee benefits, insurance, income tax planning, and estate planning. 

Wes attended the University of Georgia, where he graduated with a degree in Family Financial Planning. While attending UGA, he was a national finalist in the Financial Planning Association’s (FPA) Financial Planning Challenge.

Wes currently holds the following securities registrations: FINRA Series 7 and 66, along with Health & Life. He is an active member of the Atlanta Sigma Chi Alumni Association, and when he is not in the office he enjoys coaching youth football, playing golf and supporting the Dawgs.


Registered Representative of and offering securities 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. Cetera is under separate ownership from any other named entity.


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Mary Beth Hodges

Relationship Manager

marybeth.hodges@unitedcp.com

Mary Beth Hodges serves as a Relationship Manager at the North Atlanta Branch of United Capital. She is a liaison between clients and the firm’s Managing Directors. She is responsible for preparation for client meetings, maintaining client data and ensuring that clients’ needs are met on a personalized level. 

Mary Beth graduated Cum Laude from Clemson University with a degree in Special Education. While at Clemson, she was involved with FCA, was a member of Delta Delta Delta and served as a volunteer for ClemsonLIFE, a college program that teaches life skills to students with special needs. During her senior year, she completed her student teaching in an elementary self-contained classroom.  She developed lesson plans for a range of learning levels; created a positive, safe learning environment for all students regardless of disability; and coordinated with administration and therapists to achieve student goals. She has previously worked with Early Autism Project, applying Applied Behavior Analysis Therapy for children with autism and later transitioned into her role at Spinosa Wealth Management Group in Louisiana where she assisted the advisers and staff with new account processing and meeting client needs before joining United Capital in 2015.

Mary Beth lives in Johns Creek, Georgia, with her husband, Conner. She enjoys traveling, decorating, and spending time with her family and friends. Mary Beth and Conner are both active members of Perimeter Church.

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Brett Mendenhall

Relationship Manager

brett.mendenhall@unitedcp.com

Brett Mendenhall serves as a Relationship Manager for United Capital, having joined the team in April 2015. He is responsible for identifying and helping to bridge any communication or administrative gaps that may exist between our clients and our advisers, enhancing the convenience and fluidity of the services United Capital provides. Sitting in on client meetings, working with clients prior to and following meetings to collect important account information, updating clients’ financial data and deliverables, and assisting with case preparation are a few of the important tasks Brett performs. 

Brett received his Bachelor’s Degree in Business Management at Georgia Institute of Technology with concentrations in Finance and Accounting. Brett also holds an MBA in Finance from Georgia State University. Previous to his work with United Capital, Brett had experience working as a Financial Audit Consultant.

In his spare time, Brett enjoys spending time with his fiancé Roxanna and their dog, FDR. 

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.


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2325 Lakeview Parkway, Suite 175
Alpharetta, GA 30009
678-680-6500

Securities offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), 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. Check the background of this investment professional on FINRA's BrokerCheck.

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