Welcome to United Capital Hunt Valley

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

Our team of advisers at the United Capital Hunt Valley office has the vast knowledge, experience and resources that help enable us to meet all your financial service needs, providing national caliber capabilities with local service.

We are privileged to serve a client base of professionals and accomplished individuals with whom we’ve built solid relationships based on trust, partnership and understanding. We appreciate the opportunity to serve as your advisers and help you grow and protect your wealth while making the most of your financial life.

We welcome you to browse through our page and learn more about our team of advisers and our financial life management services.

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

William H. "Will" Kelly
Managing Director
Larry Seiden
Senior Wealth Manager
Julie Finney
Senior Wealth Manager
Alex Supplee
Senior Relationship Manager
Mitch Lannon
Relationship Manager
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William H. "Will" Kelly, CFP®

Managing Director

will.kelly@unitedcp.com

For 20 years, Will has been focused on caring for the needs of high net worth individuals and their families. He sets and oversees the strategic vision of the Baltimore, MD office of United Capital, with emphasis on leadership and business development. Will is a CERTIFIED FINANCIAL PLANNER professional, holds Series 7, Series 63 and Series 65 securities registrations and is a licensed Life, Accident and Health Insurance agent. He brings a wealth of experience and has positioned himself to be able to deliver thoughtful, comprehensive financial advice. Will and his team aim to help clients understand their goals and priorities and help them build a plan to live their One Best Financial Life ®.

Will has a devoted life-partner, Brynne, and three “rock-star” children: Will, Jr., Kristen and Patrick. When he’s not spending time with them or other family and friends he loves traveling, working out, riding his Harley, playing golf, reading and cooking. Will is also passionate about staying involved in the Baltimore community and holds board positions on Special Olympics Maryland, Best Buddies MD and participates in the MD Chamber of Commerce Executive Referral Group and XPX MD and is an active alum of Leadership Baltimore County. Will is originally from the New York metro area via Buffalo, NY.


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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Larry Seiden, MBA, CFP®, ChFC®, CLU®, CASL®, RICP®, CAP®, AEP®

Senior Wealth Manager

larry.seiden@unitedcp.com

443.798.7477

Larry has over 30 years of experience in financial planning and investment management.He has worked in both the individual and institutional sides of the business, most notably in Manhattan and London. His deep passion for education led to an MBA with a Finance concentration from the University of Delaware, a Bachelor of Science Business degree in Finance and Economics from Virginia Tech, the CERTIFIED FINANCIAL PLANNER certification from The CFP Board and five additional financial planning designations from The American College of Financial Services. Larry is a member of the Society of Financial Service Professionals and the Baltimore Estate Planning Council. In his spare time he teaches Financial Planning at Towson University and enjoys spending time traveling, golfing, hiking and reading about the financial markets and world history.

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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Julie Finney, CFP®, CRPC®, FLMI

Senior Wealth Manager

julie.finney@unitedcp.com


443.798.7421

Julie Finney is a Senior Wealth Manager with United Capital Financial Advisers, LLC. and a Registered Representative with Cetera Advisor Networks LLC. Julie has been in the financial services business for more than 30 years and believes that financial planning is a dynamic and continual process. Her goal is to coordinate all the pieces of clients' financial lives, enhance their current planning and coordinate with trusted advisers in all aspects of their lives. For this reason, Julie believes that managing risk and goal-driven investment decisions can be formulas for success. 

Julie earned the CFP® certification in 1992 and the Charter Retirement Planning Counselor (CRPC®). She currently holds Series 7 and Series 66 securities registrations, State of Maryland Producer Life & Health, Property & Casualty and Variable Life Insurance licenses. 

Julie enhances her professionalism by her involvement in the Financial Planning Association of Maryland, Society of Financial Services Professionals, and the Maryland Institute College of Art Planned Giving Advisory Council. In her spare time Julie enjoys traveling to her beach house in Ocean City, supporting her husband’s passion in playing in a local rock band called “Gram Positive Band” as well as in his Towson-based dental practice, gardening, reading, taking part in a long-standing culinary group and spending time with family and friends.


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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Alex Supplee

Senior Relationship Manager

alex.supplee@unitedcp.com


Alex is a Senior Relationship Manager with United Capital Financial Advisers, LLC and a Registered Representative with Cetera (formerly Girard) Securities, Inc. He has been in the Financial Services industry since 2013 and holds his Series 7 and 66 licenses as well as his Life and Health Insurance license. Alex began his career at Morgan Stanley Wealth Management in Blue Bell, PA as a wealth advisory associate and subsequently as a Financial Advisor, specializing in Financial and Retirement Planning. Prior to joining United Capital, Alex worked for Bank of America/Merrill Lynch in their Retirement Plan division. A Philadelphia native and a graduate of Shippensburg University, Alex double majored in Finance and Management while playing on the University Men’s Soccer team. He lives in Baltimore’s Federal Hill neighborhood with his wife, Christen, and enjoys playing soccer, golf, cooking, travelling and rooting for Philadelphia sports teams.

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Mitch Lannon

Relationship Manager

mitch.lannon@unitedcp.com

Mitch is a graduate of Towson University where he earned a bachelor’s degree in BusinessAdministration with a concentration in Finance. While at Towson, Mitch was an active member and leader of Phi Sigma Pi National Honor Fraternity and was a team member on the University’s Club Golf Team. An integral part of the United Capital Hunt Valley Team, Mitch brings his knowledge of investments and financial planning to his role as a Relationship Manager, ensuring that clients have a consistent and positive experience.  Mitch has always had a passion for anything automotive and spends his free time heavily involved in the automotive community. He enjoys participating in various car shows and rallies for charity as well as attending other events across Maryland.

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11311 McCormick Road, Suite 500
Hunt Valley, MD 21031
443-798-7460

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. 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.

*Award not indicative of investment performance.