Josh WilliamsAnalyst, Winchester
Josh Williams, Winchester, is responsible for providing financial planning support and facilitates relationships between clients and advisers at the Northern Shenandoah Valley - Winchester office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. Josh interacts with clients daily on a range of matters, helping to ensure follow-through on all commitments to provide an overall positive client experience.
Prior, Josh worked in the financial services division of the National Automobile Dealers Association (NADA). There, for over 11 years, he focused on the administration and day-to-day operation of retirement plans for clients nationally.
Josh holds a BS in Business Administration from Shepherd University, where he graduated Summa Cum Laude.
Josh lives in Winchester with his wife, Jackie, and daughter. In his spare time, he enjoys fitness activities, crosswords and grilling. Josh is a sports enthusiast who plays golf and is a supporter of the local teams, especially the Washington Football Team.
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.