United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital Financial Advisers and its pension consulting affiliate advise on approximately $19 billion in assets with 47 offices around the country.

RBC Advisor Services is a division of RBC Capital Markets, LLC, a wholly owned subsidiary of The Royal Bank of Canada.RBC has been voted as one of the 100 most sustainable corporations globally, and listed as the 10th safest banks in the world.

MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. Its comprehensive service offering delivers sound, yet business-savvy, regulatory compliance solutions

MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. Its comprehensive service offering delivers sound, yet business-savvy, regulatory compliance solutions

RIA In A Box is a unique consulting firm that provides you with all the tools you'll need for a Registered Investment Advisory firm ready to conduct business on Day One. .

Lexington Compliance provides post registration compliance services to all sized Registered Investment Advisory Firms. Lexington provides four levels of continuous service ranging from on-call, 7 day a week email support for questions and concerns, to compliance review for all ads and materials and phone support, all the way to providing a dedicated compliance expert to work with your own compliance officer. Offered also is an on site mock audit which mimics the SEC/State audit.

Procure meetings with Fortune 100/500 Organizations to discuss their corporate travel program. Introduce ROI/RFP capabilites while offering corporate services such as offering leading-edge business travel solutions that provide ease of coporate travel and significant cost savings that impove clients bottom line.Developing and implementing business development strategies and qualifying, presenting, and closing corporate clients whose annual travel expenses are over $500,000 per year

Provided financial services advice to both individuals and corporations. Executed portfolio management services, managed assets consisting of cash, equities, bonds, retirement plans, and 401ks.Executed trades on Equities, Fixed Income Products, mutual funds, Annuities, wraps fee account platforms and other financial instruments.Adept in creating long-term/short term strategies customized to meet client need in profit driven, customer focused enviornment.

Worked with Individuals & Corporations in assisting them with Financial Planning, Trading Equities, 10B51 Plans, Options, Bond PortfolioManagement.Conduct in-depth reviews of clients' financial circumstances and future goals. Assist clients in making informed decisions. Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations. Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals. Devise and execute business development strategies to attract and acquire new clients. Analyzed information and prepared plans best suited to individual clients' requirements. Provided clients with information on new and existing products and services. Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans.