Tampa, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,608,973,322
ClientsTotal clients
24,837
AdvisorsAdvisors at this office
2
Of 164 advisors across 73 offices
Location
3031 N Rocky Point Dr. W, Suite 175
Tampa FL 33607
Advisors at this office
2
Advisors at this office
Matthew V
CFP®, Series 63
Tampa, FL
United Capital Financial Advisors
Matthew Versage is a CFP® professional with six years of experience in the financial industry. He is currently with United Capital Financial Advisors and previously worked at JPMorgan Securities and JPMorgan Chase Bank. In addition to his financial career, he has served in the U.S. Air Force for over 15 years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm emphasizes client-specific financial plans and offers a range of customizable investment options, supported by a broad affiliate network and a technology platform that assists other independent advisors.
Nadine B
Series 65
Tampa, FL
United Capital Financial Advisors
Nadine Barnes is a financial advisor at United Capital Financial Advisors with a Series 65 credential and seven years of industry experience. Her prior work includes roles at Digital Bridge, Citrix, PROSEGUR, Bankers Life, and Marakon, a Charles River Associates company. 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 customizable investment solutions and operates a technology platform, FinLife Partners, supporting other independent advisors.
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