Jonathan DoshierVICE PRESIDENT, SENIOR WEALTH MANAGER
Jonathan Doshier is a Senior Wealth Manager at United Capital who specializes in financial life management, retirement planning, and creating customized investment strategies. Jonathan has been in the financial planning and investment industry since 2006, and has served countless families during his career. In 2017, Jonathan joined the Dallas Team at United Capital, bringing his extensive experience working with business owners and Fortune 500 employees, and managing complex retirement and financial planning strategies.
Jonathan is an active member in his community through his church and Northwest ISD. He is an alumni of University of North Texas where he obtained his Bachelor of Business Administration in Entrepreneurship and Strategic Management. He serves his community by volunteering in local charities such as: Habitat for Humanity, Special Olympics Texas, Junior Achievement, North Texas Charities, and The Hills Church in Southlake, TX.
Jonathan has been married to his lovely wife Tara for more than 15 years, and together they have two energetic children, Caroline and Cooper. He loves spending quality time with his family, vacationing in Colorado, and coaching sports for his children.
Jonathan’s Favorite Quote: "You can get everything in life you want if you will just help enough other people get what they want." - Zig Ziglar
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., member FINRA/SIPC. GS&Co. 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.