Casey Barclay

Director of Incentive Compensation at United Capital Financial Advisers, LLC - Newport Beach, California, US

Casey Barclay's Colleagues at United Capital Financial Advisers, LLC
Summer Daines

Client Service Manager

Contact Summer Daines

Laura Chernova

Vice President - Managing Director

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Shanelle Grisso

Vice President, Training and Implementation

Contact Shanelle Grisso

Stephen Dreiling

Managing Director

Contact Stephen Dreiling

Claudia Beranato

Relationship Manager

Contact Claudia Beranato

Eric Bush

Investment Analyst

Contact Eric Bush

Josh Williams

Relationship Manager

Contact Josh Williams

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Casey Barclay's Contact Details
Email (Verified)
***@unitedcp.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(949) 999-8500
Location
Irvine, California, United States
Company
United Capital Financial Advisers, LLC
Casey Barclay's Company Details
United Capital Financial Advisers, LLC logo, United Capital Financial Advisers, LLC contact details

United Capital Financial Advisers, LLC

Newport Beach, California, US • 500 - 999 Employees
Financial Services

Goldman Sachs Personal Financial Management is a national wealth management practice with more than 240 financial advisors in 100 offices throughout the U.S. helping clients live the life they want. United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.

Wealth Management Financial Advising Investment Planning Services Retirement Planning Full Service Brokerage Asset Management Corporate Finance Investment Banking Services Private Wealth Management Institution
Details about United Capital Financial Advisers, LLC
Frequently Asked Questions about Casey Barclay
Casey Barclay currently works for United Capital Financial Advisers, LLC.
Casey Barclay's role at United Capital Financial Advisers, LLC is Director of Incentive Compensation.
Casey Barclay's email address is ***@unitedcp.com. To view Casey Barclay's full email address, please signup to ConnectPlex.
Casey Barclay works in the Financial Services industry.
Casey Barclay's colleagues at United Capital Financial Advisers, LLC are Summer Daines, Laura Chernova, Shanelle Grisso, Stephen Dreiling, Claudia Beranato, Eric Bush, Josh Williams and others.
Casey Barclay's phone number is (949) 999-8500
See more information about Casey Barclay