James DonahueVICE PRESIDENT, WEALTH ADVISOR
James Donahue brings an extensive knowledge of individual financial planning to the Dallas office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. James focuses on 401(k) and pension-plan rollovers into IRA portfolios for investment management, income planning, and other crucial retirement needs.
Prior to joining the firm, James has years of executive experience in several major industries, including private placement investments, insurance, and mortgage lending.
This Minneapolis native has lived in the Greater Dallas area since 1988. He loves Texas and is committed to helping Texans achieve their ultimate pre-and post-retirement financial goals.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.