Houston James Warburton

James Warburton III, CFP®

Vice President, Wealth Advisor, West Loop - Ross & Blumenthal

James Warburton III, West Loop - Ross & Blumenthal, has extensive experience in providing financial advice to clients in the Houston office at Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He creates custom financial plans tailored to his clients’ individual goals, helping them live the life they want.

James joined what is now Goldman Sachs Personal Finance Management in 2013 after Graduating from Texas Tech University. James has quickly grown during his time at the firm to Wealth Advisor and Vice President of the Houston Office.

James has a Bachelor of Science in Personal Financial Planning degree from Texas Tech University. He has also obtained his CERTIFIED FINANCIAL PLANNER (CFP®) designation.

He was born and raised in Dallas. But has now made Houston his home alongside his golden retriever Louis.

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC 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.

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