PFM Levi Smith Dallas 4 2

Levi Smith

Analyst, Dallas

Levi Smith, Dallas, is responsible for the management and monitoring of client relationships under direction of Wealth Managers in the Dallas office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Levi takes a proactive approach in supporting client relationships by preparing and participating in client meetings, and acting as a point of contact, ensuring a positive and efficient client experience.

Before joining the firm, Levi worked for Fisher Investments where he was responsible for onboarding new client accounts. Prior to that, he worked for Holbrook Holdings, Inc. as a wholesaler promoting their fixed income products.

Levi attended the University of Texas at Tyler where he earned a Bachelor’s of Business Administration in Finance.

Levi enjoys spending his time out of the office with friends and family. He is passionate about sports and enjoys watching his favorite teams and playing multiple sports around the Dallas area.

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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