Michael Jeans, CFP®
Wealth Advisor
Michael Jeans focuses on helping each client create and implement a financial plan that is unique to their circumstances at the Boca Raton office of United Capital Financial Advisors.
Michael started his career at Fidelity Investments in Dallas, Texas, working on the trading floor responsible for handling complex securities transactions and inquiries. In 2012, he transitioned to an advisor role with the firm, focused on helping clients identify and achieve their investment and financial goals. Before joining United Capital, Michael also worked as a Senior Financial Consultant at TD Ameritrade in West Palm Beach, assisting clients with investment, retirement, estate and tax planning.
Michael graduated from Baylor University in Waco, Texas, with a Bachelor of Business Administration in Entrepreneurship. He attained his CERTIFIED FINANCIAL PLANNER™ designation in early 2016. Michael has always strived to have a deep understanding of each client’s unique situation and goals and believes that objectivity is paramount in providing financial advice to clients.
Michael serves as a board member for Children’s Home Society of South Florida. When he is not in the office, he is spending time with his wife and two boys. He takes full advantage of the warm Florida weather, spending time with his kids in the backyard or at the beach, boating and playing golf.
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