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United Capital Expands into Atlanta Market

Sanders Financial Management joins National RIA as Part of Southeast Expansion Plans

 
 
Emily Sanders and Owen Malcolm, managing directors of United Capital Atlanta
Emily Sanders and Owen Malcolm, managing directors of United Capital Atlanta
PRLog - Sep. 10, 2012 - NEWPORT BEACH, Calif. -- Today,  United Capital Financial Advisers, LLC (“United Capital”), one of the nation’s fastest growing providers of private wealth counseling, announces that Atlanta-based Sanders Financial Management has joined the registered investment advisory company. This is the first firm from Georgia to join United Capital and representative of the firm’s initiative to further expand its footprint in the Southeast.

Sanders Financial Management, founded by Emily C. Sanders, CPA, has approximately $222 million in assets under management and 160 family relationships. Seven employees, including former president, Owen Malcolm from Sanders, have joined United Capital, which now employs 285.  

Sanders and Malcolm will continue to serve as partners and managing directors of Sanders Financial Management, now a division of United Capital Financial Advisers. In 2009, Emily Sanders was named one of the “Top 50 Women in Wealth Management” in the U.S. by Wealth Manager. She graduated Magna Cum Laude from the University of Pennsylvania with a BA degree in International Economics and from New York University with an MBA in Accounting. In addition to being a CPA, Sanders is a Certified Cash Manager (CCM®), as well as Series 2 and Series 65 licensed.

Joe Duran, chief executive officer of United Capital, shares, “Emily is the perfect match for United Capital.  Her experience and knowledge speak for themselves. She sees the industry as we do. We know that this is a partnership that will be fantastic for her clients, our growth and the company as a whole. We’re excited to have the entire team with us.”

Prior to founding Sanders Financial Management, Sanders served as assistant treasurer at BellSouth Corporation where she and staff managed corporate and pension fixed income investments. From 1979 to 1985, Sanders was employed in various financial management roles by The Coca-Cola Company in Atlanta and was a financial consultant to The Home Depot in 1995.

“We are confident that our combination of strategic, leadership and planning skills will be of great benefit to United Capital, and we are all thrilled about joining the firm,” offers Sanders. “Since starting my career, I’ve witnessed significant changes that impact the entire industry, and I feel that United Capital is positioned to be the new leader in our industry.”  

The Atlanta office will join other established financial advisers at United Capital, helping to lead the firm’s current and future versions of its proprietary systems Honest Conversations® and the Money Mind™ Analyzer. They will also help spearhead endeavors aimed at the complexities that female investors face.

With this acquisition, United Capital has 40 offices located around the United States. As of June 30, 2012, United Capital and its affiliates had $14 billion in assets under advisement.

About United Capital Financial Partners
United Capital Financial Partners, Inc., (http://www.unitedcp.com) the parent company of United Capital Financial Advisers, LLC, and its affiliates is a fast growing national partnership of exceptional private wealth counseling offices. United Capital offers investors an open architecture investment platform that enables a wide array of investment management solutions and strategies tailored specifically to their needs. United Capital is a strategic acquirer, not a financial acquirer. With this acquisition United Capital has 40 offices located around the United States. As of June 30, 2012, United Capital and its affiliates had $14 billion in assets under advisement.

Contact:  Mitch Leff, Leff & Associates, (404) 861-4769, mitch@leffassociates.com

Photo:
http://www.prlog.org/11971173/1

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Source:Leff & Associates
City/Town:Newport Beach - California - United States
Industry:Finance, Business
Tags:atlanta financial planning, atlanta financial planner, atlanta retirement planning
Shortcut:prlog.org/11971173
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