Larry Jackson, CFP®Vice President, Wealth Manager, Dallas - Ross & Blumenthal
Larry Jackson, Dallas - Ross & Blumenthal, focuses primarily on retirement planning and assisting clients with their long-term care, life insurance, and estate planning needs in the Dallas office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
Larry has more than 17 years of career experience in the financial services industry. He joined Peak Capital in 2009, starting as the office’s insurance specialist, working with all existing clients. Larry then advanced into the Relationship Manager role, meeting with clients to create their financial plans. He then joined United Capital, now Goldman Sachs Personal Financial Management, in November 2012, after it purchased Peak Capital. While there, Larry continued his role as Relationship Manager for a year before advancing to become a Wealth Manager.
Larry graduated from Tarleton State University with a Bachelor of Science and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
He lives in Texas with his wife, Amy, and their three children. He enjoys hunting, fishing, horses and rodeo.
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 on their particular circumstances.