Atlanta, GA Peachtree Road NE Office

Jared Schmidt is a CFP®-certified financial advisor with 17 years of industry experience. He currently works at United Capital Financial Advisors and previously held roles at Goldman Sachs Private Wealth and Goldman Sachs Asset Management. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a broad affiliate network, customized portfolio options, and technology services supporting other independent advisors.

Dexter Conner is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs, LPL Financial, M&T Bank, and Morgan Stanley. Conner is also the owner of Faith in Dreams Edutainment, a religious technology company. 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 uses discretionary asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and a range of investment options.

Marjorie Scanlon is a financial advisor at United Capital Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 credentials. Her prior firms include Crawford Investment Counsel, Bravaldo Capital Advisors, and Berman Capital Advisors. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services supported by a broad affiliate network and a technology platform that facilitates customization and supports independent advisors.

Wesley French is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding a Series 63 designation and 23 years of industry experience. He previously worked at French Wolf & Farr, Inc. for 13 years before joining United Capital Financial Advisors in 2019. 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 manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and a range of managed strategies.

Mark Stancil is a CFA® charterholder with 23 years of industry experience. He has worked at United Capital Financial Advisors since 2019 and previously spent seven years at French Wolf & Farr, Inc. He serves as Treasurer and Chair of the Finance Committee on the Board of Directors for the ALS Association, a nonprofit focused on curing ALS through global research and advocacy. 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 using asset-allocation models and offers customized solutions, including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Pamela Alexander is a financial advisor with United Capital Financial Advisors in Atlanta, holding Series 63 and Series 65 licenses. She has over 15 years of industry experience, including 12 years at French Wolf & Farr and multiple roles at United Capital dating back to 2019. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate accounts. The firm offers a range of services such as sub-advisory and consulting, supported by its FinLife Partners platform, and is notable for its broad affiliate network and integrated financial service offerings.