United Capital Financial Advisors

Samuel Schlesinger is a CFP® with seven years of experience in the financial services industry. He has been with United Capital Financial Advisors since 2017 and previously worked at Raymond James and the University of Arizona. Based in Scottsdale, AZ, he holds a Series 65 license. United Capital Financial Advisors serves a diverse client base nationally, including individual investors, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, and customized strategies including ESG and faith-based options, supported by proprietary technology and ongoing monitoring.

Stacey Zwicker is a financial advisor with United Capital Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at United Capital Financial Advisors since 2010 and was previously with Cetera Advisor Networks LLC for one year. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.

Julie Hanson is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and TIAA-CREF. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models and selected third-party managers, with capabilities for portfolio customization including ESG and faith-based preferences.

Trudy Turner is a CFP® and PFS™ with 13 years of experience in financial advising, currently with United Capital Financial Advisors in Frisco, TX since 2015. She also serves as an instructor in the Personal Financial Planning program at Southern Methodist University, teaching approximately fifty hours annually. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients, employing discretionary portfolio management with customizable strategies including ESG and faith-based options.

Joshua Meziere is a financial advisor at United Capital Financial Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at United Capital since 2018. Prior to that, he was involved with Financial Insights, Meziere Advisors LLC, and Global Financial Private Capital. He is also the owner of Meziere Advisors, LLC, a health insurance agency. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization, technology tools, and access to both internal and third-party investment strategies.

Ryan Mc Donald is a financial advisor at Willis Johnson & Associates, Inc. in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he held positions at Ace Entertainment and Perry Homes. Willis Johnson & Associates serves corporate professionals, executives, and their families by providing comprehensive financial planning and discretionary investment management. The firm employs a four-step "Continuously Planning" process and manages portfolios through an Investment Committee using a core-satellite framework, incorporating both active and passive strategies as well as private market investments for qualified clients.

Michael Jeans is a CFP® professional with 13 years of experience in the financial services industry. He has worked at United Capital Financial Advisors since 2019 and previously held roles at TD Ameritrade and Fidelity Brokerage Services. He is also the owner of Guided by Grace LLC, a counseling facility in Palm Beach Gardens, FL. United Capital Financial Advisors provides financial planning and investment management services nationwide to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by client-facing technology and ongoing monitoring.

Melissa Evans is a financial advisor with United Capital Financial Advisors in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Southwestern Investment Group, SageSpring Wealth Partners, Plunkett Wealth Team, Raymond James Financial Services, Eudaimonia Partners, Diversicare, and Wileybros Aintree Capital. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, along with client-facing technology and a variety of ancillary services.

Seungho Hong is a financial advisor at United Capital Financial Advisors in Baltimore, MD. He holds a Series 65 designation and has experience working at Goldman Sachs and the University of Maryland Athletics Department. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization, including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated financial services.

Adam Nelson is a CFP®, CFA®, and Series 66-registered advisor with nine years of industry experience. He is currently with United Capital Financial Advisors and previously worked at BBJS Financial Advisors and BNY Mellon. United Capital Financial Advisors serves a diverse client base nationally, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and a combination of internal and third-party research.

Anthony Andolino is a financial advisor at United Capital Financial Advisors with a Series 66 designation and two years of industry experience. He previously worked at the University of Arizona and Sandra Day O'Connor High School. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization, client-facing technology, and access to third-party managers and alternative investments.

Frank Mazzuca is a financial advisor at United Capital Financial Advisors with a Series 65 credential and one year of experience. His prior roles include positions at Apexium Financial LP and WealthFD, as well as teaching experience at Saint Joseph’s University, St. Augustine Prep, and at the middle school level. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models, offers customization for ESG and faith-based preferences, and supports client engagement through proprietary technology and research.

Chris Badciong is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds a Series 65 designation and has worked at United Capital Financial Advisors and Goldman Sachs & Co. during his career. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs asset-allocation models developed by an Investment Policy Committee and offers portfolio customization, access to third-party managers, and client-facing technology tools.

Michael Ryan is a CFP® with 24 years of industry experience, currently serving at United Capital Financial Advisors in Tulsa, OK. He has worked at United Capital Financial Advisors since 2009, including time when the firm was known as Girard Securities, Inc., and was previously with Cetera Advisor Networks from 2017 to 2020. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers access to third-party managers, alternative investments, and customized portfolios including ESG and faith-based options.

Geoffrey Paul is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of advising, he is co-owner of the Griswold Inn in Essex, CT, and serves as president of the Paul Foundation, a nonprofit organization. United Capital Financial Advisors provides financial planning and investment management to a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization along with access to third-party managers and alternative investments.