Lee Swinford

R. Lee Swinford

Vice President, Wealth Advisor, Dallas - Ross & Blumenthal

R. Lee Swinford, Dallas - Ross & Blumenthal, is dedicated to providing sound financial guidance at the Dallas & North Dallas offices of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He currently works with clients across the continental United States and believes it is a privilege to help people live their best financial life.

R. Lee is originally from the Dallas area and has been part of the financial industry since receiving his Business degree from Baylor University in 2007, joining what is now Goldman Sachs Personal Finance Management in 2008.

In his free time, R. Lee enjoys being active, playing sports, playing the guitar, and, most importantly, spending quality time with his family & friends.

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.

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