Joanne Nguyen, CRPC®SENIOR RELATIONSHIP MANAGER
Joanne Nguyen joined United Capital in early 2016. She received her Bachelor Degree from the University of Illinois at Chicago and completed the College of Financial Planning Program at Loyola University. She has over 10 years of experience working in private banking and wealth management. She is a CHARTERED RETIREMENT PLANNING COUNSELOR℠ (CRPC®). She has a genuine passion to help clients make financially sound decisions. She grew up in Chicago and enjoys traveling. Her interests include cooking, CrossFit and downhill skiing.
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.”), member FINRA/SIPC, 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.