Jonathan GrahamAnalyst, Dallas - Rawlings
In his role as Relationship Manager, Jonathan provides financial planning, investment management and operational support for clients of the Dallas office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
He previously worked in a similar role, at both Edward Jones and Equitable. He brings this client experience now to Goldman Sachs Personal Financial Management where he provides an unmatched level of client care, relationship management, and financial success to our clients.
Prior to working in the financial services industry, Jonathan graduated from Texas A&M University with a Bachelor of Arts in Management, concentrating in Entrepreneurship.
In his spare time, Jonathan enjoys playing golf, traveling, and reading. He also enjoys staying active in the community and exercising.
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.