Brentwood, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
United Capital Financial Advisors
Multi-team
Firm-wide stats for United Capital Financial Advisors
About
United Capital provides national financial planning and discretionary investment management to a broad mix of clients, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm also offers sub-advisory and consulting services and operates a technology and practice platform, FinLife Partners, which onboards and supports other independent investment advisors.
Investment teams work from client-specific financial plans to set asset allocation and select between United Capital-managed strategies, third‑party managers, or separately managed accounts, and they typically manage accounts on a discretionary basis with custody options that commonly include Fidelity and Schwab. United Capital’s platform supports customization — including ESG and faith‑based portfoliooptions — access to vetted alternative investments (via providers such as iCapital), and limited Variable Subaccount allocation services for certain clients.
Compared with many large enterprise advisers, United Capital is notable for the breadth of its affiliate network and non‑standard businesses: it is affiliated with a law firm (Creative Planning Legal, P.A.) and a retail trust company (Creative Planning Trust Company), operates lending and referral relationships for bank and securities‑based loans, and maintains a suite of related entities (including SageView and Baseline) that provide cross‑referrals. The firm also provides technology, marketing, and sub‑advisory services to other advisers through FinLife Partners and retains certain legacy arrangements (e.g., wrap program accounts and third‑party class‑action claim services) that can affect how specific client relationships are handled.
Based on United Capital Financial Advisors
Demographic focus
Based on United Capital Financial Advisors
Location
5141 Virginia Way Suite 470
Brentwood TN 37027
Advisors at this office
4
Advisors at this office
Melissa E
Series 63, Series 66
Brentwood, TN
United Capital Financial Advisors
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.
James D
Series 66
Brentwood, TN
United Capital Financial Advisors
James Dugan is a financial advisor at United Capital Financial Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at AllianceBernstein and Bank of America. 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 supports customized investment strategies and operates the FinLife Partners platform to assist independent advisors.
Terri W
CFP®, Series 63
Brentwood, TN
United Capital Financial Advisors
Terri Ward is a CFP® professional with 22 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 also a licensed insurance agent for life, health, and annuity products. 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 access to third-party managers, alternative investments, and customized portfolio options including ESG and faith-based preferences.
Wyatt C
Series 65, Series 63
Brentwood, TN
United Capital Financial Advisors
Wyatt Carpenter is a financial advisor with United Capital Financial Advisors in Brentwood, TN. He holds Series 65 and Series 63 licenses and has started his career in the financial industry in 2024, with prior experience that includes roles at J.P. Morgan Securities and Chase Bank. Outside of finance, Carpenter has been involved with TITLE Boxing Club for several years. 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 combines client-specific financial plans with a variety of investment strategies and offers services such as sub-advisory consulting and a technology platform supporting independent advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)