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Our Team

Grupo United advisors have their place in the grand scheme of investment technology, but they’re best utilized with the help of an experienced financial advisor. Advisors can present the data gathered in a way that’s both more understandable and customized to fit your unique situation. This helps streamline your portfolio’s performance while also giving you the tools you need to understand the ins and outs of the market.

Partner
Sarah
Genie
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Senior Associate
Mike
Williams
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Associate
Christine
Harper
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