Shirley serves as a Relationship Manager, helping to establish new client relationships in The Woodlands office of Goldman Sachs Personal Financial Management within the Consumer and Wealth Management Division of Goldman Sachs. She assists clients with the on-boarding process by completing all necessary paperwork and is an invaluable resource for any questions they might have.
Shirley has over 14 years of experience in the financial services industry, holding a variety of client service and operations positions. She takes pride in delivering exceptional customer service to support the team and clients by exceeding expectations while also keeping a close eye on the details.
Shirley graduated with a Bachelor of Business Administration in Finance from the University of Houston – Downtown.
Shirley currently resides in Cypress, Texas with her husband, three children, and shih-tzu Lucky. She enjoys the warmer months when she can be on the lake, by the ocean, or in the pool soaking up the sun.
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.