Find a Location Phoenix Scottsdale Dave Lundgren
Lundgren

Dave Lundgren

Vice President, Senior Wealth Manager, Scottsdale
david.lundgren@gs.com
480-609-0255

Dave Lundgren, Scottsdale, is responsible for helping clients develop unique plans at Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. He has a passion for implementing these plans via professionally managed portfolios to meet the overall short- and long-term financial and investment goals of clients.

Dave has more than 25 years of experience in the financial advisory services industry. This long tenure has allowed him to experience many economic cycles, as well as witness the different wealth creation and planning stages for clients. Prior to joining Goldman Sachs Personal Financial Management, Dave held roles at the Senior Vice President level as both a financial advisor and senior private banker with prominent institutions. He worked closely with high-net-worth individuals and businesses, offering comprehensive planning, investments and financial solutions.

Dave has a B.S. degree in business administration and is a graduate of the BBVA Executive Management Program through the McCombs School of Business at The University of Texas at Austin.

An Arizona native, Dave is married to Dalynda (22 years), with three children and one grandchild. Passionate about the outdoors, he can often be found with his family enjoying hiking, camping and mountain biking.

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.

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

Conversation

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 this information, you hereby authorize and request that PFM contact you through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services, and acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.


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

Explore other Goldman Sachs solutions

  • Private Wealth Management

    Premier advice, solutions and service for ultra-high-net-worth individuals and select institutions.

    Learn more

  • Goldman Sachs Ayco Personal Financial Management

    Company-sponsored financial planning and advice for employees, from entry-level to C-suite.

    Learn more

  • Marcus by Goldman Sachs

    Banking designed to help customers get more out of their money. Products include high-yield savings accounts and certificates of deposit.

    Learn more