PFM Jesse Kimmel Miami FL PAT

Jesse Kimmel, CFP®

Associate, Wealth Manager, Miami

Jesse Kimmel, Miami, assists clients by creating personalized wealth management plans at the Miami office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Jesse provides broad-based financial planning on a variety of topics, including investments, retirement planning, risk management, cash flow management, and employee benefits, mainly from Fortune 500 companies.

Prior to joining the firm, Jesse worked at Bank of America Private Bank as a Portfolio Manager. His role was creating and implementing personalized investment strategies for ultra-high net worth private and institutional clients. His responsibilities included assisting clients with goals and objectives, monitoring asset allocation, tax-minimization and multi-generational strategies.

Jesse attended Barry University where he earned a Bachelor’s of Science degree with a concentration in Finance. He also served as Managing Director of the University’s Student Managed Investment Fund, where he led a group of students teaching the fundamentals of portfolio management and responsible investing of the school’s endowment fund. Jesse also holds the CERTIFIED FINANCIAL PLANNER™ certification.

Jesse grew up in Brooklyn and Orlando before moving to Miami. When not working, he enjoys traveling, spending time with his family and mentoring college finance students.

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., member FINRA/SIPC. GS&Co. 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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