GRT - Cindy Poletto

Cindy Poletto

Relationship Manager

Cindy Poletto holds the Relationship Manager position in the Northern Virginia office of United Capital Financial Advisors, where she plays a key role in supporting Managing Directors and Wealth Advisors. She serves as one of the main points of contact for a select group of clients. Cindy takes pride in developing and maintaining these vital partnerships. She collaborates closely with her colleagues to deliver exceptional service and effectively address client needs.

With a strong background in financial and accounting services, Cindy began her career at HSBC Bank as a Loan Specialist. She later expanded her expertise by serving as a Client Relations and Project Manager for an international tax firm, where she honed her skills in client engagement and operational efficiency.

Cindy obtained her Bachelor of Arts in Communications Studies, specializing in Marketing from George Mason University in Virginia.

Originally from Brazil, Cindy likes to travel the world to learn about new cultures, their cuisine and languages. While in the DC/Maryland/Virginia region she also enjoys discovering new coffee shops, taking horseback riding lessons, and spending quality time with her friends and family.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

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