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John R
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
John Raymond is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Ayco since 2025. Prior to his current role, his background includes positions at Element Times Square, Hyatt House Chelsea, and AFSCO, as well as academic experience at Fordham University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, leveraging proprietary research, multiple fee arrangements, and integrated capabilities across the Goldman Sachs ecosystem.
Michael M
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Michael Morais is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and no prior industry experience. He has worked at Goldman Sachs & Co. LLC since 2026. His background includes roles at Auburn University, The Sea Pines Resort, and educational institutions. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management through strategic allocation models and specialized programs, leveraging resources across the broader Goldman Sachs network.
Justin C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Justin Carruthers is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, TD Bank, and Peckham Materials. Outside of his financial career, he participated in intramural basketball during his time at Hartwick College. Goldman Sachs Wealth Services advises a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging proprietary analytics and a broad range of affiliated capabilities across the Goldman Sachs ecosystem.
Vanessa J
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Vanessa Jones is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at the University of Rhode Island and the New York State Office of Children and Family Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm uses a range of strategic and tactical allocation models and offers services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.
Andrew M
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
Andrew Mitchell is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services supports a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, by providing financial planning and portfolio management along with specialized services such as Private Family Office support and Executive Wealth programs. The firm employs strategic allocation models and manager selections developed by its Private Wealth Investment Strategy and External Investment groups, integrating tools like AI-driven analytics and tax-aware techniques within its comprehensive advisory platform.
Jason M
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Jason Mudrock is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and tailored strategies, offering services through both direct and partner-based programs within a large integrated financial group.
William L
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
William Lanzoni is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2025. His prior experience includes roles in both academic settings and local government. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs and investment platforms.
Gary T
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Gary Teague is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was employed at The Ayco Company, L.P./Mercer Allied and spent five years at Kennesaw State University. Outside of finance, he has experience working in the restaurant industry. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as executive and personal wealth management, retirement plan education, and private family office support within a large integrated financial group.
Max K
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Max Koen is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, having one year of industry experience. Prior to joining Goldman Sachs Ayco in 2025, he worked at Trustco Bank and SUNY Geneseo in various roles. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages a broad advisory platform with proprietary research, strategic asset allocation, and integration within the Goldman Sachs ecosystem.
Jackson D
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Jackson Davis is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, with a brief tenure at Maverick Health in 2021–2022. 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 offers tailored advisory solutions supported by proprietary research and a wide range of affiliated resources within the Goldman Sachs ecosystem.
Mason G
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Mason Gillan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Goldman Sachs in 2021, he served in the United States Navy from 2013 to 2020. Gillan also has an academic affiliation with Southern Methodist University since 2020. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as executive and personal wealth management, private family office support, and retirement plan education.
Meya M
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Meya Myrick is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she held positions at Dean Dorton, Gap Inc, and American Eagle Outfitters. Outside of advising, she works part-time coaching fitness classes for Solidcore in Chicago. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with proprietary analytics and offers access to a wide range of services and alternative investments.
Sean L
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Sean Landgren is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA. He has 12 years of industry experience, including eight years with The AYCO Company, L.P./Mercer Allied and five years with Ayco/Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, delivering solutions through both discretionary and non-discretionary managers within a large integrated financial group.
Thomas C
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Thomas Caiazzo is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Goldman Sachs & Co. LLC since 2021, as well as prior positions at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm integrates strategic and tactical investment models with a range of service offerings and operational tools, leveraging resources across the Goldman Sachs ecosystem.
Jared S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Jared Smith is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His prior work includes roles at The Goldman Sachs Group, Inc., The Carta Group, Community Bank Systems, Inc., SUNY Oswego, and Paul V. Moore High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.
Alexander S
Series 66
Minneapolis, MN
Goldman Sachs Wealth Services
Alexander Simpson is a financial advisor at Goldman Sachs Wealth Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm tailors strategies using proprietary models and integrates capabilities across the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.
Nicholas T
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Nicholas Tan is a financial advisor with Goldman Sachs Wealth Services and holds the Series 66 designation. He has one year of industry experience and has previously worked at the Bank of New York Mellon and Goldman Sachs. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates capabilities across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics in its advisory process.
Amanda R
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Amanda Ripley is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and WSWHE Boces. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers access to specialized programs and alternative investments through integrated teams and affiliated Goldman Sachs entities.
Tanner D
Series 66, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Tanner Dydo is a financial advisor at Goldman Sachs Wealth Services with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Goldman Sachs, he held roles at Le Moyne College, BHG Financial, The Brewster Inn, Meadow Wood Farms, and Camp Dudley. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm leverages proprietary research, tactical allocation models, and integrated resources across the Goldman Sachs platform to tailor client solutions.
Connor B
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Connor Benvenuti is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2021 before joining Goldman Sachs in 2021. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.
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