Kathleen Grace

Kathleen Grace, CFP, CIMA, is a Managing Director of United Capital Financial Advisers, LLC. She is a frequent contributor to The Wall Street Journal, Fox Business, Fox News, U.S. News & World Report, Maria Shriver.com, The Shriver Report, Palm Beach Woman, and the Sun-Sentinel. For over 23 years, Kathleen has provided sophisticated financial and estate tax planning strategies to Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions by serving as her clients' Chief Financial Officer. Kathleen was awarded the CIMA designation from the Investment Management Consultants Association with education and curriculum through the Wharton School of Business.