Broker Check

Office One

1673 Mahan Center Blvd.

Tallahassee, FL 32308

Office Two

317 N. Park Ave

Dothan, AL 36303

U-Vest® Financial

(850) 300-7055

Regardless of your life stage, income or goals, the team at U-Vest™ Financial can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Our mission is simple: As independent financial advisors, we help our clients focus on a sound financial pathway by providing a comfortable and exciting atmosphere to invest, plan, and manage their wealth. 

The financial advisors associated with U-Vest Financial help individuals and businesses invest, plan, and manage their wealth by providing customizable and diverse products and services through Waddell & Reed. We strive to motivate clients to plan for their financial future, work with clients to reduce the aggravation of financial confusion, and empower clients with a hands-on approach.