United Capital Financial Advisors
Financial Services • 
Irving, Texas, United States • 201-500 Employees
Company overview
| Headquarters | 125 E John W Carpenter Fwy, Suite 1200, Irving, Texas 75062, US |
| Phone number | +18007963315 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Planning, Investment Management, Strategic Tax Planning, Comprehensive Wealth Management, Estate Planning And Trusts |
| Employees | 201-500 |
| Socials |
Key Contacts at United Capital Financial Advisors
Will Kelly
Managing Director
Ryan Bergmann
Managing Director
Terri Bolden Ward
Managing Director / Wealth Advisor
Edwin Sze
Deputy Chief Investment Officer, Director Of Investments
Julia Connell
Managing Director
Danny Kates
Managing Director
Garth Scrivner
Managing Director
Tony Carpita
Managing Director
Kara Farrow
Managing Director
Eric Hutchinson
Managing Director
United Capital Financial Advisors Email Formats
United Capital Financial Advisors uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@unitedcapitalwealth.com), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@unitedcapitalwealth.com | 70% |
{first initial}.{last name} | j.doe@unitedcapitalwealth.com | 30% |
About United Capital Financial Advisors
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.
United Capital Financial Advisors revenue & valuation
| Annual revenue | $230,000,000 |
| Revenue per employee | $611,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $736,000,000 |
| Total funding | $38,000,000 |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
United Capital Financial Advisors has 198 employees across 10 departments.
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Number of employees
Funding Data
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United Capital Financial Advisors Tech Stack
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Frequently asked questions
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