PFM Morgan Wam

Morgan Wam

Analyst, Temecula

Morgan Wam, Temecula, is responsible for the onboarding of clients from contract generation and processing, to establishment of accounts at both the Los Angeles and Carlsbad offices of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. He is also dedicated to active client needs such as investment processing and distribution responsibilities.

Morgan had previous roles within financial service companies, maintaining continued client care throughout his working career. More recently, Morgan was engaged in the digital real estate industry and although he found success, he joined Goldman Sachs Personal Financial Management to pursue his career passions of servicing client needs in the financial sector.

Morgan received his Bachelor’s degree in Business Economics from Northern Arizona University in 2015 and completed his MBA with an emphasis in Finance more recently in 2019.

Morgan enjoys following professional basketball, football and baseball and going to games as often as possible. His main passion is golf, which he has been playing for over 15 years.

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 this information, you hereby authorize and request that PFM contact you at the number submitted 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 you 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.