Seattle, WA Office

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.

Joshua Meziere is a financial advisor with United Capital Financial Advisors in Seattle, WA, holding a Series 65 designation and 11 years of industry experience. He has worked at United Capital since 2018 and previously operated Meziere Advisors LLC, a health insurance agency, from 2014 to 2018. 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 corporate accounts. The firm offers a range of investment options and operates a technology and practice platform, FinLife Partners, to support independent advisors.

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.

Jason Bremer is a CFA® charterholder with 22 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. United Capital employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary client technology and both internal and external research.

Shari Burns is a CFA® charterholder and holds a Series 65 license with 34 years of industry experience. She has been with United Capital Financial Advisors since 2012. Based in Seattle, WA, Burns has worked primarily within enterprise-level advisory firms. 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 strategies, client technology, and access to third-party managers.

Catherine Humbert is a CFP® and CFA® with 21 years of experience in financial advising. She has been with United Capital Financial Advisors since 2012. Outside of her advisory role, she serves on the Investment Committee of the YWCA, a nonprofit organization. United Capital Financial Advisors provides national financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary asset-allocation models and offers portfolio customization, including ESG and faith-based options, supported by internal and external research and a proprietary client technology platform.

Gary Mitchell is a CFA® charterholder with 30 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. United Capital employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports its services with proprietary technology and research.

Ryan Ingram is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at MBSC Securities Corporation, BNY Mellon, and Charles Schwab. 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, technology-driven reporting, and access to third-party managers and alternative investments.