Lori Wathen is responsible for client servicing at the Evansville office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. She is responsible for creating new client accounts, account transfers, wire procedures and assisting with quarterly client reporting, as well as performing daily administrative tasks.
Lori previously worked in admissions and marketing at Healthsouth Deaconess Rehabilitation Hospital, organizing events for both patients and the community. She also worked Edward Jones for 10 years as a Business Office Administrator.
Lori graduated from the University of Southern Indiana with a Bachelor’s degree in Marketing.
Lori finds comfort in gardening and pleasure in outdoor activities with her grandchildren. As a mom to three kids, her focus is on her family and their interests.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.