Jared Davis, CFP®Vice President, Wealth Advisor, West Loop - Ross & Blumenthal
Jared Davis, West Loop - Ross & Blumenthal, has extensive experience assisting clients with financial planning, in the Houston and New Orleans offices of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. His goal is to create an enjoyable client experience and prioritize clients’ needs. Jared has shown an aptitude for navigating complex financial planning situations and translating them into understandable and achievable solutions.
He joined what is now Goldman Sachs Personal Finance Management in early 2016. Jared started in the ACE (Advising Corporate Employees) program with the intention of helping others achieve their retirement planning goals. After completing the training program, Jared moved to Houston to pursue working with oil and gas retirees.
Jared received his degree from the University of Oklahoma in 2013 and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
He was born and raised in Dallas. Jared enjoys spending time with family and friends at the lake, biking, traveling, and exploring golf destinations.
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.