Kevin Wilson, CFP®Associate, Wealth Advisor, West Loop - Ross & Blumenthal
Kevin Wilson, West Loop - Ross & Blumenthal, has extensive experience assisting clients with financial planning in the Houston office of Goldman Sachs Personal Financial Management, within the Asset and Wealth Management Division of Goldman Sachs. He enjoys working with clients to understand their goals and to provide them with comprehensive planning solutions to build a financial picture with their values and priorities at the center.
He joined what is now Goldman Sachs Personal Financial Management in 2019. Kevin started in the ACE (Advising Corporate Employees) training program with the desire to help clients from various corporate backgrounds, specifically oil and gas retirees, achieve their financial and retirement planning goals.
Kevin graduated from Oklahoma State University with his Bachelor of Administration degree in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Kevin moved to the Houston area at the end of 2020 and has made it his home since. He enjoys playing basketball, hiking with his dog Ruby, fitness training and spending time with loved ones.
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.