Tabitha LeTourneau, CFP®Vice President, Boca Raton - Grace & LeTourneau
Tabitha LeTourneau Meyerer, Boca Raton - Grace & LeTourneau, primarily focuses on providing personal financial analysis and strategic multigenerational financial planning for clients at the Boca Raton office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. She is responsible for the overall office operations, including client service coordination, implementation of investment strategy, financial planning, concierge services and compliance monitoring.
With over 19 years of experience, Tabitha has extensive knowledge of relationship management for clients with significant wealth. Prior to co-founding Excelsior Capital Advisors, LLC, she held executive service positions for RSM McGladrey, Inc. and SunTrust Bank.
Tabitha earned her Bachelor of Business Administration degree in Finance and Management from the University of Florida in 1999. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Tabitha served as Treasurer on the Unicorn Children’s Foundation Board for many years and remains an active advocate. She has also chaired several main fundraising events for the Unicorn Children’s Foundation and the Boca Raton Historical Society.
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.