PFM Headshots Megan K

Megan Kowalik, CFP®

Associate, West Loop - Ross & Blumenthal

Megan, West Loop - Ross & Blumenthal, provides financial planning support and helps facilitate relationships between clients and advisors at the Houston office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.

Previously Megan worked at Baird Private Wealth Management, where she was a senior client specialist. While at Baird, she helped clients achieve their financial goals with personalized plans and actions tailored to each individual. Prior, she was at Bank of America/Merrill Lynch as a client associate, where she focused on the same line of work she was doing at Baird. Megan started her career in St. Louis, Missouri, at Edward Jones Investments before moving to Texas in 2012.

Megan studied at the University of Missouri – Columbia, where she completed her Bachelor of Arts degree in Business and Psychology. She has also recently earned her Certificate in Financial Planning through Pepperdine Business School.

Megan enjoys many hobbies, but her favorites are traveling with her boyfriend Ryan, entertaining their puppy Ozzy and running marathons. Megan also visits Missouri frequently, where her parents, four siblings, nieces and nephews all reside.

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.

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