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Personal Financial Management Advisors in Dallas, Ross & Blumenthal Office

Contact Dallas - Ross & Blumenthal

Get personal with us in our Dallas - Ross & Blumenthal office

Your financial planning needs are unique. So is our expert team of 23 financial advisors, led by Jonathan "Jon" Blumenthal, CFP®, Brandon M. Ross, CFP® and Tim Harder, CFA®, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.

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Meet Our Ross & Blumenthal Financial Advisor Team in Irving, Dallas

Joshua B. Smith

VICE PRESIDENT, SENIOR WEALTH ADVISOR

Jonathan Doshier

VICE PRESIDENT, SENIOR WEALTH MANAGER

Matt Bennett, CFP®

VICE PRESIDENT, SENIOR WEALTH MANAGER

Joe Giardano

Joseph Giardano

WEALTH ADVISER

Lane Lamb

VICE PRESIDENT, SENIOR WEALTH MANAGER

Monalynd Young, CFP®

ASSOCIATE, SENIOR RELATIONSHIP MANAGER

Sara Bowes

ANALYST, RELATIONSHIP MANAGER

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