Our Team
Brandon Moss, CFP®
Managing Director
Brandon Moss is Managing Director of United Capital Financial Advisers. Previously as Associate Vice President of Wealth Services at United Capital, Brandon's responsiblities included advancing and coordinating the advice and financial planning activities at United Capital. His expertise lies in integrating and enhancing the advice and planning process and working strategically with clients on a variety of wealth counseling issues. Brandon regularly communicates the strategic vision and objectives of the company and is responsible for organic growth initiatives at United Capital.
His previous firm, Financial Synergies Advisory in Houston, Texas, was the first acquisition of United Capital. There, he specialized in working with oil and energy executives of both public and private companies. Brandon also worked with United Capital as it partnered and transitioned two other Houston area firms; Stabil Capital Management and Financial Synergies Retirement Advisers. Prior to Financial Synergies Advisory, Brandon worked for a prominent Houston trust company.
Brandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning. He is a Certified Financial Planner™ Practitioner and has been recognized by Reuters AdvicePoint as one of the "Top 25 Advisers" in the Los Angeles/Orange County area and one of the nation's "Top Advisors Under 40". His previous firm, Financial Synergies Advisory, was recognized numerous times by Worth magazine as well as Bloomberg/Wealth Manager as one of the top wealth management firms in the country. He has been interviewed by media outlets such as SmartMoney, Money Magazine, Investment News, and the Journal of Financial Planning.
An avid golfer and former collegiate baseball player, Brandon lives in Dallas with his wife, Shelby, their twin boys, Will and Reese, and their golden retriever, Webster.
Professional Implementation by a Dedicated Team
Effective planning solutions become most powerful when each step is implemented with uncompromising dedication. For this reason, United Capital has followed a service philosophy built upon high quality personal service that focuses on meeting and exceeding our clients’ expectations. Each client is serviced by an experienced team member that is a licensed, seasoned professional dedicated to providing uncomplicated solutions and excellent service.
Teresa Spurlock
Relationship Manager
teresa.spurlock@parkcitiesfinancial.com