Lane LambVice President, Senior Wealth Manager, Dallas - Ross & Blumenthal
Lane Lamb, Dallas - Ross & Blumenthal, is responsible for financial planning and delivering customized investment strategies for clients in the Dallas office of Goldman Sachs Personal Financial Management in the Consumer and Wealth Management division at Goldman Sachs.
Lane has been in the financial planning and investment industry since 2011. His most recent experience prior to joining the firm was as Senior Financial Consultant and Branch Manager at TD Ameritrade. In 2018, Lane joined the Dallas team at what is now Goldman Sachs PFM, bringing his extensive knowledge of working with high-net-worth clients—including small-business owners and Fortune 500 employees—and managing retirement and financial planning strategies.
He received his Bachelor of Science from Texas Christian University in Fort Worth, Texas.
Lane loves spending quality time with his wife and their son, travelling, and spending as much time as possible on the golf course. He serves his community by volunteering in local charities such as Habitat for Humanity, Special Olympics Texas, Junior Achievement, GRACE, and The Hills Church in North Richland Hills, 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