Brandon M. Ross, CFP®Vice President, Co-Head Of Office, Morristown
Brandon Ross, Morristown, focuses on providing financial guidance to clients, as well as mentoring and overseeing wealth advisors at the Dallas, Houston and Denver offices of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. His vast knowledge of retirement income planning, portfolio management, and financial advice has been extremely valuable to clients and wealth advisors’ development.
He joined what is now Goldman Sachs Personal Finance Management in 2011 and has worked extensively in financial planning since 1997. Before GS PFM, he was Co-Founder and Managing Partner of Peak Capital Investment Services, LLC for nine years. He led and managed the Advising Corporate Employees (ACE) team, a network of retirement planning advisors assisting Fortune 500 employees across the nation.
Brandon's understanding of investment management and financial planning comes with a degree of depth, as he received a B.S. degree in Finance from Oklahoma State University and later became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2011.
Brandon is happily married to his wife, Nicole and the proud father of two daughters. He enjoys spending time with his family and friends, fitness training, watching sporting events and playing golf.
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.