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Brian M

CFA®, Series 63, Series 66

Greenwood Village, CO

United Capital Financial Advisors

Brian Mcdowell is a CFA® charterholder with 25 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services, operating a platform that supports customization and access to alternative investments.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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Elizabeth S

CFA®, Series 63

Greenwood Village, CO

United Capital Financial Advisors

Elizabeth Schwinghammer is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. She holds a Series 63 license and is based in Greenwood Village, Colorado. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary client technology and a platform for other advisors.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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Kara F

Series 65, Series 63

Greenwood Village, CO

United Capital Financial Advisors

Kara Farrow is a financial advisor with United Capital Financial Advisors in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having five years of industry experience. She previously worked at Integrity Alliance, LLC, Lion Street Financial, and Consistent Values. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, and supports customization through a broad affiliate network and technology platform.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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