Kevin Wilson, CFP®Analyst, West Loop - Ross & Blumenthal
Kevin Wilson, West Loop - Ross & Blumenthal, provides financial planning support and helps facilitate relationships between clients and advisors at the Houston and Irving office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
He joined what is now Goldman Sachs Personal Financial Management in 2019 after graduating from Oklahoma State University. Kevin started in the ACE (Advising Corporate Employees) training program with the desire to help others of various corporate backgrounds achieve the their financial and retirement planning goals.
Kevin received his Bachelor of Administration degree in Finance from Oklahoma State University.
Kevin has lived in Dallas for most of his life but has recently moved to Houston. He enjoys playing basketball, golfing, hiking, fitness training and spending time with family and 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, 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.