Lucas BakerAnalyst, Dallas - Ross & Blumenthal
Lucas Baker, Dallas - Ross & Blumenthal, provides financial planning support and helps facilitate relationships between clients and advisors at the Dallas office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
In 2019, he participated in the Edward Jones Financial Advising Internship where he developed personal communication and business skill while assisting with networking, community involvement, and client services. He brings this client experience now to Goldman Sachs Personal Financial Management where he hopes to provide the same level of client care, relationship management, and financial success to his clients.
Prior to working in the financial services industry, Lucas earned a Bachelor of Science in Finance from Southeastern University in Lakeland, Florida.
In his spare time, Lucas enjoys playing golf, traveling, and playing basketball. He also enjoys being outdoors and spending time with his family.
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