Ross Brandon

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 Consumer and Investment Management Division 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.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting the above, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to our marketing of products and services through a variety of means, including automated email systems, that you will be responsible for charges incurred in connection with a call or email, and that we may share your information with our affiliates for marketing.

To withdraw your consent to receive calls or to change your preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.