PFM Jackie Rea Morristown NJ 1

Jackie Rea

Analyst, 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 Consumer and Wealth Management Division 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

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact you at the number submitted through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.