United Advisors

Branding and Logo Design – With United Advisors, we operated as a financial marketing organization working in an agency-like setting as we assisted independent financial advisors with a menu of services. During my time, I oversaw branding initiatives for several onboarded firms inclusive of logo design, brand standards, and ongoing collateral and content development.

Web Design – I was fortunate to oversee a strong team as I implemented efficiencies to our website development program. At our peak, we were managing around 50 websites from initial spin up, ongoing maintenance, and regular updates. My original position was as web developer which afforded me the opportunity to develop several of these websites myself before taking up oversight of the team to focus more on optimization. These were all built through WordPress to allow for easy transition and access as necessary.

Collateral Design – Throughout my time with United Advisors, I was able to both design and oversee a large quantity of pieces created for a variety of brands. At our peak, we were handling requests from over 100 different advisors with around 30 requests per week. My team always delivered on time, and we worked in tandem to provide results that impressed our clients while utilizing methods to rapidly generate and reproduce content for multiple use cases and end users.

L2 Method Campaign – I was tasked with developing a cohesive sub-brand to be utilized for a limited engagement. It needed to be a bit different and refined than what we had been utilizing. This campaign consisted of documentation, promotional materials, as well as trainings and supporting collateral. We were able to play off the primary brand while differentiating enough to draw attention from our advisors resulting in increased engagement and interest.