Margaret Cutter and Mary Santini join United Capital The Woodlands
THE WOODLANDS, Texas -- Byron Ellis, CFP, CLU, ChFC, CRPC, Managing Director of the financial advisory firm of United Capital The Woodlands (formerly Ellis & Ellis), has announced the addition of Margaret Cutter and Mary Santini as Relationship Managers.
Cutter is charged with overseeing the client onboarding process. She is also instrumental in assisting with portfolio implementation and management. Cutter has over 30 years of administrative experience and holds a Series 7 license, which demonstrates proficiency in the securities business.
Santini works with the firm’s advisors to provide an exceptional client experience. She has served 12 years in the financial services industry and holds a Series 7 and Series 66 license, as well as a Texas Insurance License. Santini graduated as the valedictorian from Lamar University with a Bachelor of Business Administration degree in Marketing.
“Margaret brings to our team a vast knowledge base, three decades of experience, and a heart for serving our clients,” said Ellis. “Mary enjoys meeting new people and building relationships. She brings to the team diverse expertise in insurance, financial planning and tax preparation. They are both excellent additions to our team of professionals.”
The United Capital Woodlands office is located in the Town Center One building at 1450 Lake Robbins Drive in The Woodlands. For more information about United Capital please call (281) 907-5100, email Byron Ellis at firstname.lastname@example.org, or visit www.unitedcp.com/tx6.