Meet The Team
The Unifi Advisors Proactive Planning Team
You will experience a different approach to financial planning with Unifi Advisors. Our Team Based Model gives clients what they want and expect, Proactive Planning that looks forward to protect your Lifestyle and Legacy.
We integrate strategic partners from our Virtual Family Office to provide a broader scope of service. This brings a capability and depth of knowledge to maximize your potential and help you make smarter decisions for your financial future.
We Bring Your Financial Life Together.
Meribeth Peters
Office Manager, Proactive Coordinator
Amy Taylor Avery, CRNP, FNP-BC
Life Stage Coordinator / Underwriting Consultant
Contact Us
Hours
Open today | 09:00 am – 05:00 pm |
Disclosure
Advisory services provided by NewEdge Advisors, LLC doing business as Unifi Advisors LLC, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
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