Jamie Rich, CFP®
Vice President, Wealth Advisor, MorristownJamie Rich, Morristown, is responsible for developing an investment strategy tailored to each client’s needs by delivering customized wealth management advice and personalized service at the Morristown office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
He joined what is now Goldman Sachs Personal Financial Management in 2016 and primarily focuses on retirement planning.
Jamie is a graduate of West Virginia University.
Jamie finds great reward in helping people, which he does not only by serving his clients but also through active participation in local charity efforts. He also enjoys boating, outdoor exercise, traveling and, most of all, spending time with his wife Rebecca and their three children.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC 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.