Danny Kates

Danny Kates leads the New England – based advisory teams of United Capital Financial Advisors, working closely with wealthy families, executives, and business owners navigating complex financial decisions. His work focuses on helping clients integrate investment strategy, tax planning, and long-term life goals into a clear and thoughtful financial plan.

Danny frequently advises clients on issues such as retirement transitions, employer equity compensation, concentrated stock positions, business liquidity events, and multigenerational wealth planning. He prides himself on being able to bring clarity to complicated financial situations and for structuring strategies that balance long-term discipline with real-world practicality. Danny works closely with United Capital’s in-house estate planning attorneys, CPAs, and lending specialists to coordinate integrated planning strategies, and regularly collaborates with clients’ outside attorneys, accountants, and other trusted advisors to ensure that investment decisions, tax strategy, and estate planning remain aligned.

Over the course of his career, Danny has founded and led an independent wealth management firm serving high-net-worth families and led a wealth management team at Goldman Sachs – an experience that further deepened the analytical discipline and institutional perspective he brings to client planning today.

Danny holds a Master of Business Administration and maintains the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant® (PPC®) designations.

Outside the office, Danny’s greatest joy is being a husband and father. He spends most of his time with his wife, two children, and their dogs, and enjoys music, travel, boating, and snowboarding. He is also actively involved in philanthropic efforts supporting entrepreneurship and economic opportunity in underserved communities, as well as charitable work within the Jewish community.