Jonathan DoshierVice President, Senior Wealth Manager, Dallas - Ross & Blumenthal
Jonathan Doshier, Dallas - Ross & Blumenthal, is responsible delivering comprehensive financial plans to help clients meet their financial life goals in the Dallas office of Goldman Sachs Personal Financial Management in the Consumer and Wealth Management division of Goldman Sachs. Jonathan focuses on financial life management, retirement planning, and creating customized investment strategies for his clients.
Jonathan has been in the financial planning and investment industry since 2006. In 2017, Jonathan joined the Dallas Team at what is now Goldman Sachs PFM bringing his extensive experience working with business owners and Fortune 500 employees, and managing complex retirement and financial planning strategies.
He is an alumni of University of North Texas where he obtained his Bachelor of Business Administration in Entrepreneurship and Strategic Management.
Jonathan has been married to his lovely wife for more than 15 years, and together they have two children. He loves spending quality time with his family, vacationing in Colorado, and coaching sports for his children. He serves his community by volunteering in local charities such as: Habitat for Humanity, Special Olympics Texas, Junior Achievement, North Texas Charities, and The Hills Church in Southlake, TX.
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, brokerdealer, 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 on their particular circumstances