Joe Duran
CHIEF EXECUTIVE
UNITED CAPITAL FINANCIAL ADVISORS
Founded wealth manager 2005 … now $19.8B AUM, 87 offices … up from $15B, 80 offices year ago … revenue doubled to $200M past three years … wants company to be nationally recognized, consumerfacing brand for financial advice … previously president, GE Private Asset management, nine years … author of three books, including bestseller ‘The Money Code’ … lives Laguna Beach
