Welcome to United Capital Ann Arbor
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.
Paul MessiterSenior Wealth Adviser
Dana UnderwoodDirector of Operations
Paul Messiter, CFP®, CIMA®
Senior Wealth Adviser
Pau lMessiter is a Certified Financial Planner® and a Certified Investment Management Analyst℠ professional with nearly 25 years of experience in financial services. Prior to joining United Capital, he worked as a Senior Investment Counselor with StanCorp Investment Advisers and served as a vice president for Tisch Investment Advisory, Inc. Paul began his career working as an Auditor for a large national accounting firm.
Paul oversees the personal finances for select individuals and small businesses in southeast Michigan. Because of the complexity and global nature of today’s economy, it is imperative that his clients’ financial affairs are being handled properly. With his background in a broad range of financial disciplines, Paul can help.
Paul is a member of the Financial Planning Association and the Investment Management Consultants Association. He received his Bachelor’s Degree in Business Administration from Ohio State University and a Master’s Degree from Eastern Michigan University.
Paul makes his home in Ann Arbor with his wife and four teenagers. In his free time, Paul enjoys outdoor activities, including golfing, running and swimming.
Director of Operations
With more than 15 years of financial services industry experience, Dana Underwood provides financial planning and portfolio management support to the Ann Arbor office wealth advisers. She earned a Bachelor of Business Administration from Cleary University and holds a Series 65 license.
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5340 Plymouth Road, Suite 107
Ann Arbor, MI 48105
*Award not indicative of investment performance.