Alex MonroeAnalyst, Plano
Alex Monroe, Plano, provides financial planning support and helps facilitate relationships between clients and advisors at the North Dallas office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
He joined what is now Goldman Sachs Personal Financial Management in 2015, and has since worked on several lead referral programs and with numerous clients to help them their goals to live the life they want..
Prior to working in the financial services industry, Alex graduated Magna Cum Laude from Texas Tech University with a degree in Personal Financial Planning before continuing to the Texas Tech University School of Law.
He and his wife Chandler live in Plano with their two dogs, Moose and Blue. In his spare time, Alex enjoys playing soccer and basketball, fly fishing and working with his local food bank.
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.