The team has offices in Denver, Scottsdale, Ariz., and Tucscon, Ariz. and is led by principals Jason Rosener, Stephen Dreiling, Chris Johnson, and Brian McDowell, who were previously with Capital Investment Counsel.
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In its largest recruiting effort to date, United Capital Financial Advisors has recruited a 23-person team that manages $2 billion in assets. So reports Wealth Management.
The team has offices in Denver, Scottsdale, Ariz., and Tucscon, Ariz. and is led by principals Jason Rosener, Stephen Dreiling, Chris Johnson, and Brian McDowell, who were previously with Capital Investment Counsel.