John Trent, CFP®
Relationship Manager
John is the head of financial planning and portfolio implementation for The Woodlands office of United Capital Financial Advisors. He strives to help clients achieve success in all aspects of their financial life, including retirement planning, investment management, estate planning and more.
Since joining United Capital in 2016, John has held a variety of roles, from marketing to operations to client onboarding. This invaluable experience gives him a holistic view of the client journey, allowing him to find efficiencies and anticipate problems before they arise.
John is a CERTIFIED FINANCIAL PLANNERTM professional with a Bachelor of Business Administration in Economics and International Business from Texas State University.
Outside of the office John enjoys cooking, reading, and spending time with his wife Megan and their two boys.
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