Brian Weatherly, CFP®ASSOCIATE, WEALTH MANAGER
Brian joined United Capital in 2018 as a wealth manager. During his professional career, Brian has worked with high-net-worth individuals and institutional clients, specializing in comprehensive financial planning and investment management. Originally from Denver, Colorado, he earned his degree in Finance, with a concentration in Personal Financial Planning from Metropolitan State University of Denver. Brian holds his Series 7, 63, and 65 registrations, and Texas and Colorado Life and Health Insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
In addition to enjoying the analytical aspect of working with numbers, Brian wants to help individuals and families achieve their financial goals. Prior to working with United Capital, Brian was a wholesaler for multiple alternative investment firms that specialized in real estate, private equity and hedge funds. In contrast, being part of United Capital allows him to work face-to-face with a diverse clientele—including executives, small business owners, engineers, and retirees—and develop deeper relationships and a better understanding of their entire financial life.
Brian resides in Dallas and spends time out of the office with his wife Emily, and their two dogs, traveling, fishing, hunting, skiing, and going to Colorado as much as possible to spend time with family.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.