Virginia Beach, VA Bonney Road Office

Jacinta Gauvin is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 designations. She has five years of industry experience, including prior roles at Raymond James and Securities America. Outside of finance, she owns and operates a wedding officiant business in Virginia Beach. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors, utilizing an open-architecture platform with multiple custodians and third-party money managers.

Margaret Little is a financial advisor with United Planners Financial Services of America and holds the Series 63 and Series 65 designations. She has 31 years of industry experience, including roles at Greenwich Partners, LLC and Virginia Financial Planning. Outside of finance, she serves as a licensed equestrian sports judge and is involved with the US Equestrian Federation. United Planners Financial Services serves a diverse client base, including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Nicole Brown Griffin is a CFP® with seven years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her background includes roles at Wealth Avenue and ownership of Late Bloom Divorce, LLC, a business focused on divorce-related services, as well as Late Bloom Advising, LLC, which provides tax preparation and accounting services. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and atypical institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers and is noted for its predominantly non-discretionary asset management.