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Remy F

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Remy Fields 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 for six years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and a range of platforms supported by proprietary analytics and integrated capabilities across Goldman Sachs affiliates.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jeffrey V

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Jeffrey Van Wagner is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven 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 individuals, 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, operating within a large integrated financial group with access to a broad range of affiliated services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Benjamin A

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Benjamin Adams is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to implement tailored portfolios, supported by a range of corporate programs and integrated financial services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Bryce N

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Bryce Norniella is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, bringing six years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at The Ayco Company, L.P./Mercer Allied and was involved in real estate activities through Norniella Properties and Norniella Management Company. He is also a part-time real estate agent with 1st Broker Sponsor LLC. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporations, 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.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Joseph L

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joseph Lopez is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs, he worked for Ultimus Leverpoint Private Fund Solutions for three years and has held various roles in community services and other sectors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models and offers a range of advisory and investment platforms integrated with the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Samuel S

Series 63, Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Samuel Statham is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Goldman Sachs, he worked at Cetera and Cetera Investment Services LLC. He also has experience outside the financial sector, including roles at Lowe's Home Improvement and the College of Saint Rose. Goldman Sachs Wealth Services provides financial planning and investment management 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 solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group to deliver a broad range of advisory services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Rachel W

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Rachel Walsh is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages integrated resources across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Lance R

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Lance Risler is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. His prior roles include positions with Youth For Christ and Grace Fellowship Church, as well as teaching and administrative work at Siena University and Augustine Classical Academy. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, and institutional clients. The firm utilizes strategic and tactical allocation models, specialized programs, and integrated resources from the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jack M

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Jack Mathews is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at Goldman Sachs Ayco Personal Financial Management and has held various positions connected to Pepperdine University and Experian. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored strategies supported by integrated resources across the Goldman Sachs organization, utilizing advanced analytics and a range of service models.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Christopher R

Series 66

New York, NY

Goldman Sachs Wealth Services

Christopher Rivas is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2024, he worked with several advisory professionals and firms, including Paul Tortorella, Stephen Schwartz, Kevin Luchetta, James DiNardo, and Northwestern Mutual Investment Services LLC. 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 integrates strategic allocation models and manager selections from within Goldman Sachs and affiliated entities, providing clients access to a broad array of investment and advisory resources.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Carson P

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Carson Poulin is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, and has three years of industry experience. His background includes roles at Goldman Sachs Ayco, Lake Forest College, and SPM Financial. 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 strategic allocation models, manager selections, and a range of fee arrangements to tailor investment solutions, leveraging the broader Goldman Sachs ecosystem for expanded product access and support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Gavin H

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Gavin Hanse is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Peckham Industries and Siena University. Outside of finance, he operated a pet sitting service for seven years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and a range of fee arrangements and platforms within the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Andrew S

Series 65, Series 63

Newport Beach, CA

Goldman Sachs Wealth Services

Andrew Shires is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds Series 65 and Series 63 licenses and has been with Goldman Sachs since 2020. His prior experience includes roles at Whaley Capital Group and Klaren Capital. Goldman Sachs Wealth Services advises a broad client base that includes individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized wealth programs. The firm uses strategic and tactical allocation models, manager selections, and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem for expanded capabilities and product access.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Sarah M

Series 66

Miami, FL

Goldman Sachs Wealth Services

Sarah Mc Laughlin is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2023. Prior to her current role, she has held positions in various sectors including modern equipment and education. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations to tailor solutions aligned with client objectives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Nadine V

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Nadine Virani is a financial advisor with Goldman Sachs Wealth Services in Atlanta, holding a Series 66 designation and 13 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. 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 such as Private Family Office and Executive Wealth services. The firm leverages integrated resources across the Goldman Sachs ecosystem to tailor strategic investment solutions supported by proprietary analytics and various fee arrangements.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Delaney A

Series 66

East Washington, DC

Goldman Sachs Wealth Services

Delaney Alejandro Negron is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior roles include multiple positions at the University of Rochester and Goldman Sachs Ayco. 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 offers tailored investment solutions supported by proprietary research and a range of operational tools, with access to the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Meghan O

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Meghan Ocarroll is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience and a Series 66 license. She has been with Goldman Sachs Ayco Personal Financial Management since 2017 and previously worked at NBC Universal Media LLC. 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 tailors investment strategies using proprietary research and offers a range of specialized services such as Private Family Office programs and Financial Wellness initiatives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Sean M

Series 63, Series 65

Chicago, IL

Goldman Sachs Wealth Services

Sean Mcnamara is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P., Jimmy Johns, and Friendly Auto Group. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management services supported by proprietary analytics and integrates capabilities across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Sean L

Series 66

Seattle, WA

Goldman Sachs Wealth Services

Sean Lakey is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and having one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and the University of Washington. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging strategic allocation models and a broad range of affiliated resources within the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Douglas D

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Douglas Devlin is a Series 66 credentialed financial advisor with 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent 17 years at The Ayco Company, L.P./Mercer Allied Company, L.P. He is based in Dallas, TX. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and a variety of fee structures, with access to services across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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