Welcome to United Capital Davidson

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

At the United Capital Davidson office, previously Davidson Capital, we provide comprehensive wealth management services that coordinate your financial planning, investment management, and tax planning. The process is designed to assist you in making crucial decisions necessary to help preserve and grow your assets, to enhance the quality of your life, and to realize your personal and financial goals. We serve individuals, families, corporations, and charitable trusts. The goal of integrated approach to wealth management is to simplify your life, provide peace of mind, and help ensure that all components of your financial plan work together.

We are an independent registered investment advisory firm offering client-centered advice..  As a fee-only firm we strive to provide objective guidance focused on your unique needs and circumstances.

Our Services Include:

  • Investment Portfolio Management
  • Tax & Retirement Planning
  • Estate Planning consulting
  • Risk Management/Insurance
  • Education Funding
  • Retirement Plan Sponsor Consulting Services

United Capital can provide general tax planning guidance. United Capital does not provide legal advice or tax filing services. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy.  

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

Stan Dyl
Managing Director
Kimberly Chmielewski
Director of Operations
Taylor Wood
Independent Relationship Manager
Peter Kim
IM Advocate
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Stan Dyl, CPA

Managing Director

stan.dyl@unitedcp.com

With more than 30 years of experience guiding clients through complex financial situations, Stan has seen the value of developing comprehensive plans that help clients achieve their life goals. He began his career as a senior tax consultant with PricewaterhouseCoopers where he developed tax planning strategies for individuals, partnerships, and corporations. With a diverse background in financial, tax, and investment planning, Stan founded Davidson Capital in 1996 to provide comprehensive wealth management services to individuals, families, trusts, and corporations. Having witnessed the drawbacks of sales oriented financial service models, Stan envisioned an independent firm where the client would always come first. He is a Certified Public Accountant and serves as the Treasurer for the Charlotte Economics Club and is involved with Our Town's Habitat for Humanity. Outside of work Stan enjoys reading, kayaking and biking at the Carolina coast, traveling, and skiing with his wife and two daughters.

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Kimberly Chmielewski

Director of Operations

kimberly.chmielewski@unitedcp.com

Kimberly brings a diverse financial background with more than 20 years of banking and financial services experience to Davidson Capital, now United Capital Davidson.  After starting her career in the mid 90's with one of the largest retail banking institutions, it didn't take long for Kimberly to find her niche within the wealth management arena. Kimberly enjoys working with clients to help ensure they achieve their financial goals and are actively living the life they imagined.  She has a breadth of experience and knowledge in investor relations, operations and on-boarding.  Kimberly managed a boutique wealth management practice in Sarasota, Florida before relocating to the Lake Norman area with her family in early 2017.  Kimberly is an avid tennis player and when she's not on the court, she enjoys reading, hiking and spending time at her mountain home with her husband, two children and daughter-in-law.

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Taylor Wood

Independent Relationship Manager

taylor.wood@unitedcp.com

Taylor assists with retirement planning, client service and other facets of the financial planning process. Taylor graduated from the University of Georgia where she received a bachelor’s degree in Financial Planning. Outside of work, Taylor enjoys reading, hiking, trying out new restaurants and live music.

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Peter Kim

IM Advocate

Previous Experience:

  • Director of Operations, United Capital North Wales, North Wales, PA
  • Director of Operations, First Senior Financial Group, King of Prussia, PA
  • Financial Analyst, later Executive Financial Analyst, First Senior Group, King of Prussia, PA
  • Regional Vice President, Penn Street Funds, Inc., Wyomissing, PA
  • Financial Advisor, Merrill Lynch, Pierce, Fenner and Smith

Education:

  • BA, Economics, Bucknell University
  • Aveta Business Institute, Lean Six Sigma Green Belt, 2015
  • Level 2 CFA® Candidate

Licenses:  Series 65, Life and Health Insurance: PA, NJ, DE, FL, CA, NY – LTC Certified

Began Career in 2005

Peter is a member of the United Capital investment management team, where he serves as an IM Advocate for over twenty offices. With an extensive background in finance and operational management, he applies his skills to educating regional offices on using the United Capital Investment Platform and associated software tools efficiently and effectively.   

Previously, he served as Director of Operations (DOO) at United Capital’s North Wales office where he oversaw daily operations of the local office, strategic business development and investment management. He also served as relationship manager for institutional and investment focused clients and created client correspondence for quarterly market updates and impacts on local investment models. He served as a member of the Investment Platform Advisory Council, which was tasked with providing oversight of and feedback on United Capital’s national investment platform.

Previously, Peter progressively served as Financial Analyst, Executive Financial Analyst, and then DOO at First Senior Financial Group, an insurance firm focused on principal protection and estate creation with $1.8 billion in assets. As DOO, he oversaw daily operations of the company and strategic business  development and was credited with increasing efficiency by over 50% for both advisors and staff.

Earlier, Peter worked at Penn Street Funds, a start–up mutual fund company specializing in quantitative strategies that focused on large–cap companies.  The last fund they launched eventually sold to MFS and became the MFS Sector Rotation Fund.

Peter began his career in 2005 at Merrill Lynch, Pierce, Fenner and Smith where he graduated out of their POA program as a financial advisor in their Princeton, NJ office.

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705 Griffith Street Suite 301
Davidson, NC 28036
704.987.0288

*Award not indicative of investment performance.