United Capital Financial Advisers, LLC Employee Directory

Financial ServicesTexas, United States201-500 Employees

United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.

Find United Capital Financial Advisers, LLC employees' phone numbers or email addresses

United Capital Financial Advisers, LLC Global Highlights

North America
510

United States Of America
508
Canada
2

South America
9

Ecuador
8
Peru
1

Asia
8

India
4
China
1
Russian Federation
1
Philippines
1
Bangladesh
1

Africa
4

Ghana
1
South Africa
1
Nigeria
1
Cameroon
1

Europe
2

Latvia
1
United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

United Capital Financial Advisers, LLC's Leadership

R. M.
Chief Financial Officer
Mobile Phone
Email
F. S.
Chief Investment Officer
Mobile Phone
Email
M. C.
Chief People Officer
Mobile Phone
Email
B. M.
Chief Investment Officer
Mobile Phone
Email
A. C.
Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head
Mobile Phone
Email
K. M.
Chief Investment Officer
Mobile Phone
Email
P. E.
Vice President Technology United Capital Financial Advisors
Mobile Phone
Email
M. R. S.
Vice President / Head Of Office
Mobile Phone
Email

United Capital Financial Advisers, LLC Employee Metrics

100%

50%

2026

2025

Banking
Finance
Community & Social Services
Business
Entrepreneurship
Other
Accounting

Contact profiles from United Capital Financial Advisers, LLC

Name

Title

Contact Info

Location

Last Update

D. R. C.
Vice President | Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
Feb 25, 2026
L. K.
Vice-President
Mobile Phone
Email
Oct 16, 2024
M. S.
Vice President / Head Of Office
Mobile Phone
Email
Oct 23, 2024
P. K.
Vice President, Co-Head Of Silicon Valley Office
Mobile Phone
Email
Oct 18, 2024
S. P.
Vice President
Mobile Phone
Email
United StatesTexas
Feb 25, 2026
T. M.
Vice President At United Capital, A Goldman Sachs Company
Mobile Phone
Email
United StatesTexas
Feb 24, 2023
W. W.
Vice President, Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Feb 25, 2026
E. H.
Managing Director
Mobile Phone
Email
United StatesArkansas
Mar 18, 2026
S. F.
Managing Director
Mobile Phone
Email
United StatesNew York
Mar 25, 2026
M. M.
Managing Director
Mobile Phone
Email
United StatesTexas
Feb 25, 2026

Frequently Asked Questions

What is United Capital Financial Advisers, LLC known for?

United Capital Financial Advisers, LLC operates in the Financial Services industry. The company's main headquarters is located in 125 East John West Carpenter Freeway Suite 1200 Irving, Texas 75062 United States; you can contact the main corporate office by phone at

+1-972-409-****

. Explore United Capital Financial Advisers, LLC's company overview page for more information.

What is United Capital Financial Advisers, LLC's most common email format?

United Capital Financial Advisers, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more United Capital Financial Advisers, LLC email formats with LeadIQ.

How many employees does United Capital Financial Advisers, LLC have currently?

United Capital Financial Advisers, LLC has approximately 380 employees as of March 2026. These team members are located across 6 continents, including North AmericaSouth AmericaAsia.

Who are United Capital Financial Advisers, LLC's key employees and leadership?

As of March 2026, United Capital Financial Advisers, LLC's key employees include:

Chief Financial Officer: R. M.
Chief Investment Officer: F. S.
Chief People Officer: M. C.
Chief Investment Officer: B. M.
Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head: A. C.

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