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James Olmore, CFP®

Vice President, Dallas
James.Olmore@GS.com
972-822-2353

James Olmore, Dallas, is responsible for helping clients live their best financial lives at Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. Jim helps provide comprehensive solutions for clients to give clients the confidence and freedom to pursue their priorities and goals, so they have more time focus on what matters most.

Prior to joining the firm in 2016, Jim was a VP of Business Development at Mariner Wealth where he provided sophisticated investment solutions and planning services to clients. He also held roles at Fidelity Investments as a Senior Financial Consultant and later as an Institutional Relationship Manger.

Jim graduated from UCLA with a Bachelor of Arts degree in Political Science and from USC, Marshall School of Business with a Master in Business Administration. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

A dedicated husband and father, James enjoys golfing with his wife and three children and volunteering in his local community.

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.

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