Welcome to United Capital Great Falls

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 office in Great Falls has a diverse client base that includes wealthy families, individuals, trusts, corporate retirement/pension plans and foundations. We have clients located across the United States, Canada and Europe. 

Our goal is to build a long term trust relationship with you providing ongoing financial advice to help your family or business make better financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation. For individual clients, our relationship very often spans multiple generations. It is this close relationship that sets us apart from the large investment, insurance and banking organizations.

United Capital earns #2 ranking on Barron's Top 40 List for 2018. READ MORE 

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The Money Navigator 
by Paul Bennett

The Money Navigator provides key insights into human economic behavior, the many reasons why investors make poor decisions, and why financial and insurance products are so misunderstood. Learn how a Money Navigator – a full-scale CFP® professional – can help you invest well and manage your financial life with ease. 

With fresh insight and real-life examples backed by in-depth research, each chapter of The Money Navigator offers readers practical takeaways for their particular situation, whether they find themselves on the cusp of retirement, already retired, or facing a life transition. Bennett’s expert navigation and advice propels every reader toward the life they always imagined and equips them with the tools to attain their goals. 

**Nothing contained in the book the Money Navigator should be misconstrued as investment, financial, legal, tax or other professional services advice, but is general information only. Nor is the information provided in the book being offered by United Capital Financial Advisers, LLC, its parent or its subsidiary entities.

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Easy Essays on Economics
by Paul Bennett

Most books about economics either focus granularly on extremely complex subject matter or conversely, provide a cursory overview of topics that require more in-depth review. Easy Essays on Economics was written to  bridge the gap between the technical and simplistic explanations routinely found in economics books.

Beginning with the history of economic thought in ancient times, Dr. Bennett explains the foundational elements of the social science of economics, presenting the economic explanations behind selected significant  historical events of the past 200 years. 

**Nothing contained in the book Easy Essays on ECONOMICS should be misconstrued as investment, financial, legal, tax or other professional services advice, but is general information only. Nor is the information provided in the book being offered by United Capital Financial Advisers, LLC, its parent or its subsidiary entities.

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The Divorce Dance
by Stan Corey

"I want a divorce " are four words that will change your life forever. Whether you're declaring divorce or forced to accept it, ending a marriage is one of the toughest challenges you'll ever face. So when you're stressed out, scared, angry, and full of uncertainty, how do you make the best decisions and maintain peace of mind? The Divorce Dance will teach you powerful strategies to overcome obstacles, avoid catastrophic losses, and master your money for the rest of your life. 

**Nothing contained in the book The Divorce Dance should be misconstrued as investment, financial, legal, tax or other professional services advice, but is general information only. Nor is the information provided in the book being offered by United Capital Financial Advisers, LLC, its parent or its subsidiary entities.

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Financial Economics of Index Annuities
by Paul Bennett

Average investors hold their equity mutual funds slightly over three years, which significantly hinders their long-term performance. This study found that there is a statistically significant difference between the investor returns of index annuities and the investor returns of equity mutual funds for six distinct time periods starting from 1997-2011 and ending with 2002-2011. Additionally, the risk-adjusted investor returns of index  annuities outperformed the risk-adjusted investor returns of equity mutual funds for the same time frame.

**Nothing contained in the book Financial Economics of Index Annuities should be misconstrued as investment, financial, legal, tax or other professional services advice, but is general information only. Nor is the information provided in the book being offered by United Capital Financial Advisers, LLC, its parent or its subsidiary entities.

Buy the book

Local News

Money Inc.

Three keys to prepare for a passion-based retirement

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LifeHacker

How Two-Income Couples Should Manage Their Cashflow

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NerdWallet

To Hang On to More Cash, Let Go of These in 2018

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Money Inc

Four Steps to finding the right financial advisor in 2018

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The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is United Capital liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.

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

Paul C. Bennett
Managing Director
Mark E. Weber
Managing Director
Adam Morgan
Wealth Manager
Kevin D. McLoughlin
Wealth Manager
Michelle Hundley
Wealth Manager
Sandy Zavitsanos
Client Services Manager
Sladjana Lijeskic
Client Services Manager
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Paul C. Bennett, PhD, MS, CFP®

Managing Director

A native Washingtonian, Paul Bennett has 30 years of wealth management experience.  He is a CERTIFIED FINANCIAL PLANNER professional (CFP®), Chartered Financial Consultant (ChFC®) and Managing Director of the United Capital office in Great Falls.  He holds a postdoctoral MS in Applied Analytics from Columbia University and a PhD in Economics from SMC University.  Paul also holds a MS in Finance from Indiana University Kelley School of Business and a BA from the University of Florida.  

Paul specializes in providing financial life management advice to Professionals (executives, physicians and attorneys) and Entrepreneurs.  He maintains this narrow and deep focus of expertise in order to be intimately aware of the issues, nuances, challenges and opportunities faced by Professionals and Entrepreneurs.

Paul is a published author of books and articles on investments, personal finance and economics. His latest book is entitled The Money Navigator: The Essential Guide to Living Your Ideal Financial Life.  He has been recognized by Washingtonian magazine and Northern Virginia magazine as a Top Financial Advisor.  He also has served as a subject matter expert for the Certified Financial Planner Board of Standards, contributing to the development of examination questions for the CFP® Certification Examination.

An elected member of the Washington, D.C. Estate Planning Council and a member of the Board of Directors of the Rotary Foundation of Great Falls, Virginia, Paul was also previously on the Board of Trustees for Capital Hospice as well as the Finance and Planned Giving Advisory Committees.

In his free time, Paul enjoys playing tennis, traveling and spending time with his family, reading nonfiction and playing an occasional round of golf.

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Mark E. Weber, CFP®, CFA, CPWA®

Managing Director

Mark E. Weber is a Managing Director for United Capital's Great Falls office. He is a CERTIFIED FINANCIAL PLANNER professional (CFP®) and holds the Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA®) designations. He also holds a Master of Science in Financial Services from the American College and has over 16 years of experience in the financial planning profession. He is an active member of the National Capital chapter of the Financial Planning Association and formerly served on the Board of Trustees for Capital Caring, based in Falls Church, Virginia. 

Mark is originally from Northern Virginia, earning his Bachelor of Science in Biology from James Madison University. He currently lives in Reston, Virginia with his wife, Pam, and their two sons, Ryan and Evan. In their spare time, they enjoy international travel and outdoor recreation, including hiking, kayaking and skiing.

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Adam Morgan, MBA, CFP®, CDFA®

Wealth Manager

Adam is a Certified Financial Planner (CFP) and Certified Divorce Financial Analyst.  He has 18 years of financial industry experience.   He received his BS in Psychology from Bridgewater College and his MBA from Radford University in 2003.  He became trained as a neutral in the Collaborative Divorce Process in 2011 where he helps couples develop creative solutions to complex financial problems. 

 
Adam currently serves on the Board of Directors for the Northern Virginia Collaborative Professionals as well as teaches a course on the Financial Issues of Divorce for Northern Virginia Mediation Services.  He is also pursuing his certification as a Family Mediator with the State of Virginia. 
 
His spare time is spent with his wife Brooke and their 2 year old daughter Lily.

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Kevin D. McLoughlin, CFP®

Wealth Manager

Kevin McLoughlin, CFP® is a Wealth Manager at United Capital Financial Advisers, LLC who works with individuals and families to create financial life management solutions unique to their goals, beliefs and finances.   With over a decade experience in the financial management industries working with clients, Kevin has developed a passion for marrying the client’s “why” with high-quality, risk-adjusted investment management strategies that support’s clients living their ideal life.   

Kevin is a Certified Financial Planner professional with an in-depth understanding of financial securities and other investment products, expertise in retirement accumulation and distribution planning strategies, and experience in providing support to clients in implementing their financial strategies.  

Kevin holds a B.S. in Finance from St. Joseph’s University in Philadelphia, PA and an Executive Certificate in Financial Planning from Georgetown University in Washington, D.C.  He is a member of the Financial Planning Association (FPA) and the FPA – National Capital Region chapter.  

Originally from Vienna, VA, Kevin currently resides in Arlington with his wife and son, Susan and Patrick.  They enjoy taking their dog, Seamus, to the dog park, attending sporting events and socializing with family and friends.   

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Michelle Hundley, JD, CFP®

Wealth Manager

Michelle Hundley is a Wealth Manager for United Capital Financial Advisors, LLC in Great Falls, Virginia.  Michelle earned her CFP® Professional Certificate from Georgetown University.  She is a CERTIFIED FINANCIAL PLANNER professional and a Registered Investment Advisor, having also passed the Series 65.  Michelle earned her Juris Doctor from the George Mason University School of Law where she graduated in the top tier of her class and served as Editor of the George Mason Law Review.  Michelle earned her B.A. from James Madison University, magna cum laude.

As a Wealth Manager for United Capital, Michelle is responsible for developing and implementing effective financial strategies for United Capital’s  high net worth clients.  Having both a CFP® and a law degree, Michelle brings an exceptional level of expertise to her role in the financial planning process.  To obtain the best results for her clients, Michelle carefully examines all aspects of their financial lives, including investments, lifestyle/retirement goals, estate documents, insurance coverage and tax planning.  

Michelle joined the financial services industry after a distinguished career practicing law in Virginia, the District of Columbia, and New York. Through her legal work, Michelle honed her ability to identify and execute detailed resolutions for her clients’ legal issues.  She now employs that same dedicated loyalty when working with United Capital’s clients to help them meet and exceed their financial goals.

Michelle is a native of Virginia and currently lives in Great Falls, Virginia with her daughters and husband, Jim.  In her free time, Michelle enjoys family hikes with their border collie, biking Virginia trails and attending her children’s sporting events.

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Sandy Zavitsanos

Client Services Manager

Sandy Zavitsanos has been with the United Capital Great Falls office since 2010 working, diligently with our clients and custodians to prepare all new account and transfer paperwork.

Sandy has over 13 years of experience as an Executive and Administrative Assistant. She is also a Notary Public and provides notary services for United Capital clients when needed. When not working, she enjoys movies, reading, hiking, tennis and spending time with her family.

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Sladjana Lijeskic

Client Services Manager

Sladjana Lijeskic serves as a Client Services Manager for the United Capital team in Great Falls. As our clients’ first impression of UC, she is very passionate about helping others and strives to provide an exceptional client experience.

Sladjana has over 13 years of customer service experience. Prior to joining United Capital, she had been working as an Administrative Assistant for the Urology Group in Reston, Virginia.

A Serbian native, Sladjana has lived and worked in the United States since 2010. Sladjana resides in Potomac Falls, Virginia and enjoys traveling and spending time with family and friends. She is seeking to achieve additional education and certification in the financial industry.

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746 Walker Road, Suite 16
Great Falls, VA 22066
703-759-7007

*Award not indicative of investment performance.