Joanne Nguyen

Joanne Nguyen, CRPC®

SENIOR RELATIONSHIP MANAGER

Joanne Nguyen joined United Capital in early 2016. She received her Bachelor Degree from the University of Illinois at Chicago and completed the College of Financial Planning Program at Loyola University. She has over 10 years of experience working in private banking and wealth management. She is a CHARTERED RETIREMENT PLANNING COUNSELOR℠ (CRPC®). She has a genuine passion to help clients make financially sound decisions. She grew up in Chicago and enjoys traveling. Her interests include cooking, CrossFit and downhill skiing.

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.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting the above, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to our marketing of products and services through a variety of means, including automated email systems, that you will be responsible for charges incurred in connection with a call or email, and that we may share your information with our affiliates for marketing.

To withdraw your consent to receive calls or to change your preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.