LeadIQ logo
Learn more at LeadIQ.com

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

United Capital Financial Advisors, LLC Global Highlights

Location
Employees

North America
503

Minus sign iconPlus sign icon
  • United States Of America
    502
  • Canada
    1

Asia
7

Minus sign iconPlus sign icon
  • India
    3
  • China
    1
  • Russian Federation
    1
  • Bangladesh
    1
  • Philippines
    1

South America
7

Minus sign iconPlus sign icon
  • Ecuador
    6
  • Peru
    1

Africa
4

Minus sign iconPlus sign icon
  • Ghana
    1
  • South Africa
    1
  • Nigeria
    1
  • Cameroon
    1

Europe
2

Minus sign iconPlus sign icon
  • Latvia
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

United Capital Financial Advisors, LLC's Leadership

  • Stylized image of a person
    F. S.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Chief People Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Vice President Of Learning And Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. E.
    Vice President Technology United Capital Financial Advisors
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R. S.
    Vice President / Head Of Office
    Phone icon
    Mobile Phone

United Capital Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Entrepreneurship
  • Other
  • Accounting

Contact profiles from United Capital Financial Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. H.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jan 17, 2026
  • Stylized image of a person
    D. P.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jan 17, 2026
  • Stylized image of a person
    G. S.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesNew Mexico
    Jan 17, 2026
  • Stylized image of a person
    G. P.
    Managing Director
    Phone icon
    Mobile Phone
    Jan 17, 2026
  • Stylized image of a person
    J. B.
    Managing Director
    Phone icon
    Mobile Phone
    CanadaOntario
    Jul 17, 2025
  • Stylized image of a person
    J. C.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesDc
    Jan 16, 2026
  • Stylized image of a person
    K. F.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesColorado
    Jan 17, 2026
  • Stylized image of a person
    M. V.
    Managing Director
    Phone icon
    Mobile Phone
    Jan 17, 2026
  • Stylized image of a person
    R. B.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesVirginia
    Jan 17, 2026
  • Stylized image of a person
    S. L. Z.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesHawaii
    Jan 17, 2026

Frequently Asked Questions

What is United Capital Financial Advisors, LLC known for?

Minus sign iconPlus sign iconUnited Capital Financial Advisors, 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 Advisors, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconUnited Capital Financial Advisors, 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 Advisors, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconUnited Capital Financial Advisors, LLC has approximately 382 employees as of February 2026. These team members are located across 6 continents, including North AmericaAsiaSouth America.

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

Minus sign iconPlus sign icon

As of February 2026, United Capital Financial Advisors, LLC's key employees include:

  • 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.
  • Chief Investment Officer: K. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.