Jackie ReaAnalyst, Dallas - Ross & Blumenthal
Jackie Rea, Dallas - Ross & Blumenthal, is responsible for administrative duties and customer experience at the Dallas office at Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
Jackie began her career with United Capital, now known as Goldman Sachs PFM, in 2017. She has applied her talents in several areas, including the front desk, marketing support, and, most recently, as a client service manager. She currently supports advisors in both the Dallas and Morristown offices.
Jackie is a Dallas native and enjoys following local sports teams, especially the Dallas Mavericks. She also spends her free time with her family and loved ones, including her two daughters.
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. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based