Memphis, 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
5350 Poplar Ave, Suite 310
Memphis TN 38120
Advisors at this office
4
Advisors at this office
Michael D
CFP®
Memphis, TN
United Capital Financial Advisors
Michael Deutsch is a CFP® professional with 20 years of experience in financial advising. He has been with United Capital Financial Advisors since 2010. Outside of his advisory role, he mentors his daughter's jewelry design and sales business, Pink Antique, LLC. United Capital Financial Advisors serves a broad client base nationally, including individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, access to third-party managers, and customized investment strategies, supported by client-facing technology and ongoing portfolio monitoring.
Jennifer L
Series 65
Memphis, TN
United Capital Financial Advisors
Jennifer Linkous is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with United Capital since 2010. 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 offers discretionary portfolio management using asset-allocation models and selected third-party managers, with options for ESG and faith-based customization, supported by client-facing technology and ongoing monitoring.
Virginia B
CFP®
Memphis, TN
United Capital Financial Advisors
Virginia Brewer is a CFP® professional with 16 years of experience in the financial advisory industry, currently serving at United Capital Financial Advisors since 2010. She is a member of the Board of Directors and Investment Committee at the Women's Foundation for a Greater Memphis and serves on the Advisory Board of Black Lens Production, a film production and content company based in Memphis. 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 employs discretionary portfolio management using asset-allocation models and offers portfolio customization, client-facing technology, and access to both internal and third-party investment strategies.
Ryan R
Series 63, Series 65
Memphis, TN
United Capital Financial Advisors
Ryan Rogalski is a financial advisor at United Capital Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. Rogalski is based in Memphis, TN. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutions. The firm uses discretionary asset-allocation models and offers portfolio customization, alternative investments, and client-facing technology.
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”)