Matt Davis, CFP®Vice President, Senior Wealth Manager, West Loop - Ross & Blumenthal
Matt Davis, West Loop - Ross & Blumenthal, focuses on developing and implementing financial strategies for clients
in the Houston office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. His depth of experience—combined with the unique approach to financial life management at Goldman Sachs Personal Financial Management —allows him to discover his clients’ true priorities.
Matt joined what is now Goldman Sachs Personal Financial Management in February of 2016 after spending several years working with high net worth clients in Washington, DC. He provided a full suite of financial advisory services to retirees, business owners, and 501(c)(3) organizations.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned a Bachelor of Science from Texas Tech University in Personal Financial Planning.
Previously, Matt was a board member of the Financial Planning Association of the National Capital Area, where he planned educational and social events for its members. In his spare time, Matt enjoys spending time with his wife and son, outdoor activities such as golf, sporting events, and concerts.
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.