Brian Weatherly, CFP®Vice President, Wealth Manager, Dallas - Ross & Blumenthal
Brian Weatherly, Dallas - Ross & Blumenthal, focus is helping clients with their financial goals at the Denver office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Being part of Goldman Sachs Personal Finance Management allows him to work face-to-face with a diverse client base and develop deep relationships with them, along with a comprehensive understanding of their financial lives.
During his professional career, Brian has worked with high-net-worth individuals and institutional clients, focusing in comprehensive financial planning and investment management. Prior to joining what is now Goldman Sachs Personal Finance Management in 2018, he was a wholesaler for multiple alternative investment firms that focused on real estate, private equity and hedge funds.
Brian earned his degree in finance, with a concentration in personal financial planning, from Metropolitan State University of Denver. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Originally from Denver, Brian now resides in Dallas with his wife Emily and their two dogs. He enjoys traveling, fishing, hunting, skiing and going to Colorado as much as possible to spend time with family.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC 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.