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Tony Carpita, CFP®

Managing Director

Anthony Carpita advises clients on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation at United Capital Financial Advisors. He believes having a full understanding of what money means to each of his clients and what they want out of life is the secret to helping them manage their wealth.

Anthony began his career in the investment industry in 1993. Prior to joining what is now United Capital, he was the Lead Advisor of RSM McGladrey’s Wealth Management Group in Davenport, Iowa. He also served as Chairman of the Wealth Management Leadership Advisory Council.

Anthony earned a B.A. from Northern Illinois University and is a CERTIFIED FINANCIAL PLANNER™ professional.
He is married with two children and enjoys spending time with his family and playing golf. Anthony coached baseball for many years and served on the Board of Directors and as Tournament Chair for the John Deere Classic PGA Tour event in 2018. He is also on the Board of Directors of the Boys and Girls Club of Mississippi Valley.

Check the background of this investment professional on FINRA’s BrokerCheck.

Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.  Lion Street Financial

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