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Francis M
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Francis Mulligan is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held roles at South Jersey Industries, Rutgers Law Associates, and the Gloucester County Prosecutor's Office. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, employing strategic and tactical allocation models and integrating resources across the broader Goldman Sachs ecosystem.
William P
Series 63, Series 65
New York, NY
Goldman Sachs Wealth Services
William Pasko is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 63 and Series 65 and three years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and the Better Business Bureau. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to provide access to a wide range of financial solutions.
Brady H
Series 63, Series 65
Newport Beach, CA
Goldman Sachs Wealth Services
Brady Hanson is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Centaurus Financial Inc., Lueder Financial Group, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.
Husain B
Series 63, Series 66
New York, NY
Goldman Sachs Wealth Services
Husain Bazzi is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 63 and 66 licenses and five years of industry experience. He has been with Goldman Sachs & Co, LLC since 2019 and also spent three years at Brooklyn Law School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs network to offer a wide range of investment and advisory services.
Joy B
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Joy Bell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2019 and previously held positions at Wells Fargo Clearing Services and Wells Fargo Advisors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm delivers tailored strategies using proprietary analytics and a range of advisory services within the broader Goldman Sachs ecosystem.
Ashley K
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Ashley King is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She has held roles at Ayco/Goldman Sachs & Co. LLC since 2011, including positions at The AYCO Company, L.P./Mercer Allied prior to joining Goldman Sachs. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm employs centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Zachary S
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Zachary Snyder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has been in the industry for one year. Prior to joining Goldman Sachs, he worked at Kestra Financial and Tiras Wealth Management, and he also spent several years at the University of Texas at Austin and McDonogh School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses a combination of strategic and tactical allocation models, manager selections, and a range of fee arrangements, supported by affiliated Goldman Sachs entities and specialized advisory programs.
Brandon B
CFP®, Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Brandon Bishop is a CFP®-certified financial advisor with seven years of industry experience, currently with Goldman Sachs Wealth Services. His prior roles include positions at Great Valley Advisor Group, LPL Financial, Bernicke Wealth Management, and Triad Advisors. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.
Molly M
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Molly Mohajir is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at FCS Private Wealth, the University of Kansas, and Lockton. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office programs and access to Alternative Investments, supported by proprietary and third-party analytics.
T. R
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
T. Rajchel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 27 years of industry experience. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The Ayco Company, L.P./Mercer Allied for over two decades. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of specialized services such as Private Family Office support and Executive Wealth programs, leveraging resources across the broader Goldman Sachs organization.
Debra D
Series 63, Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Debra Doe is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She has held roles at Goldman Sachs & Co. LLC, The AYCO Company, L.P./Mercer Allied, Bank of America, Merrill, and Navy Federal Credit Union. Outside of her advisory work, she owns a metals recycling company and is involved in cosmetic product sales and food delivery services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem and a range of advisory platforms.
Clark W
Series 66
Irving, TX
Goldman Sachs Wealth Services
Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.
Regina P
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Regina Pollack is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P., including a period under Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models, manager selection processes, and a variety of fee arrangements to tailor solutions, leveraging integrated capabilities across the broader Goldman Sachs organization.
Joseph S
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Joseph Stallings is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and was previously with The AYCO Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.
Austin R
Series 63, Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Austin Ralph Charriez is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has a diverse background including roles at Lululemon Athletica and Nazareth College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions through integrated teams and proprietary tools, leveraging the broader Goldman Sachs network for expanded product access and specialized services.
William S
Series 66
Dallas, TX
Goldman Sachs Wealth Services
William Sanders is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018, with prior experience at The Ayco Company, L.P. from 2017 to 2018, and was affiliated with the University of Arkansas from 2014 to 2018. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm emphasizes tailored investment strategies supported by proprietary research, multiple fee arrangements, and integration with the broader Goldman Sachs platform.
Darryl R
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Darryl Richardson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
William S
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
William Sarro is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Klingenstein Fields Wealth Advisors and The Fresh Catch. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to a broad range of investment solutions and affiliated resources within the Goldman Sachs ecosystem.
Matthew V
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Matthew Vasiliauskas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has recently started his career in the financial industry and previously worked at Arthur J. Gallagher & Co. and Portillo's Restaurant Group, Inc. He also has experience with Indiana University’s Kelley School of Business and the Wheaton Park District. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and a variety of implementation platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.
Rocky F
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Rocky Francis is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, combining discretionary and non-discretionary management within a large integrated financial group.
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