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About Our Firm

Our Firm's HistoryCollaboration At The Core: The UWAG Story

Culture | Partnership | Community

United Wealth Advisors Group was born from the union of several founding firms, each bringing its own legacy of excellence. Established over a decade ago, UWAG embodies the strength of collaboration and shared vision. Our mission is simple yet profound: united together, we empower exceptional advisors to excel in helping people. By streamlining the business side of financial advising, we allow our advisors to focus on their true passion – serving clients and witnessing their success.

Culture Conversations

When welcoming new firms into the UWAG family, we prioritize understanding what matters most to them. If their culture aligns with our client-first, family-oriented values, we proceed with enthusiasm.

Partnership Exploration

The UWAG model is designed to be adaptable, catering to the unique needs of each firm. We explore aspects such as product providers, technology infrastructure, and succession planning to tailor our partnership effectively.

Community Integration

As new firms join the UWAG family, we emphasize opportunities for learning and growth. Through regular educational sessions, resource sharing, and best practice playbooks, we ensure seamless integration into our vibrant community.

Meet The TeamOur Team of Dedicated Professionals

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kim Allen*

Kim Allen*, LUTCF

Founding Partner (UPA)

315-779-0700

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

504-766-9775

Our AffiliatesOur Partnered Offices

Wealth Solutions, LLC

Wealth Solutions, LLC

  • 610 Belle Terre Blvd, LaPlace, LA 70068
  • (985) 652-7702
  • (983) 653-0183
VISIT THEIR WEBSITE
United Professional Advisors, LLC

United Professional Advisors, LLC

  • 19607 NYS Route 3,19607 NYS Route 3,19607 NYS Route 3, Watertown, NY 13601
  • (315)-576-655
VISIT THEIR WEBSITE
Wealth Advisors Group, LLC

Wealth Advisors Group, LLC

  • 1101 Wootton Parkway, Suite 450, Rockville, MD 20852
  • (301) 280-1451
  • (301) 280-1460
VISIT THEIR WEBSITE
UCL Financial Group, LLC

UCL Financial Group, LLC

  • 1755 North Kirby Parkway, Suite 300, Memphis , TN 38120
  • (901) 758-1500
  • (901) 755-0397
VISIT THEIR WEBSITE
Tax Favored Benefits

Tax Favored Benefits

  • 4801 West 110th St, Suite 200, Overland Park, KS 66211
  • (800) 683-3440
VISIT THEIR WEBSITE
The AFP Group, LLC*

The AFP Group, LLC*

  • 602 Sawyer St, Suite 120, Houston , TX 77007
  • (713) 626-9820
  • (713) 561-8159


*Insurance Only

VISIT THEIR WEBSITE
Acacia Financial Group

Acacia Financial Group

  • 3500 N Causeway Blvd, Suite 1500, Metairie, LA 70002
  • (504) 831-4494
  • (504) 831-4488
VISIT THEIR WEBSITE
Kilgore Cihon Advisors Group, LLC

Kilgore Cihon Advisors Group, LLC

  • 1855 South Pearl Street Suite 6, Denver, CO 80210
  • (303) 993-4628
  • (719) 578-0075
VISIT THEIR WEBSITE
Sage Financial

Sage Financial

  • 19607 NYS Route 3,19607 NYS Route 3,35 Sugar Mill Dr, Okatie, SC 29909
  • (843)-301-0074
VISIT THEIR WEBSITE
Trosclair Wealth Management

Trosclair Wealth Management

  • 16044 Hwy 73, Building 101B, Prairieville, LA 70769
  • (225) 323-8397
  • (225) 289-5151
VISIT THEIR WEBSITE
Carillon Group

Carillon Group

  • 19607 NYS Route 3,19607 NYS Route 3,641 Cepi Dr, Chesterfield, MO 63005
  • (636)-777-7001
VISIT THEIR WEBSITE


Davidson Insurance & Financial

  • 25 West Rolling Oaks Dr, Suite 110, Thousand Oaks, CA 91361
  • (805) 495-6434
VISIT THEIR WEBSITE


Executive Financial Group

  • 19607 NYS Route 3,19607 NYS Route 3,8848 Youree Dr, Shreveport, LA 7115
  • (318)-795-0660
VISIT THEIR WEBSITE
Rock Ruiz Insurance & Retirement

Rock Ruiz Insurance & Retirement

VISIT THEIR WEBSITE


Cornerstone Advisors

  • 19607 NYS Route 3,19607 NYS Route 3,641 Cepi Dr, Chesterfield, MO 63005
  • (314)-256-0252
VISIT THEIR WEBSITE
Lifetime Planning*

Lifetime Planning*


*Insurance Only

VISIT THEIR WEBSITE

Let’s Talk About Your Firm’s Future

Connect with us today to explore how we can support the growth of your business. Whether you're looking to enhance your wealth management strategies or expand your insurance offerings, our team is here to help.

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