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Madelyn M

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Madelyn Murphy is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Her work history includes roles at Goldman Sachs, Chick-fil-A, Edge Realty Partners, and Baylor University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem 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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Maxwell F

Series 66

Philadelphia, PA

Goldman Sachs Wealth Services

Maxwell Folster is a Series 66 licensed advisor at Goldman Sachs Wealth Services with six years of industry experience. His prior work includes roles at The Ayco Company, L.P./Mercer Allied and Aldi US. He is based in Philadelphia, PA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research within 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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Thomas C

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Thomas Currie is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He holds a Series 66 designation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, corporate participants, 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.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

John Choate 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 2021 and previously held roles at The Ayco Company and The University of Georgia. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and access to a broad range of affiliated services within the Goldman Sachs ecosystem.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Alexander Applegate is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has a professional background that includes service in the United States Army and academic affiliation with Cornell University. 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 combines strategic allocation models and manager selections with both discretionary and non-discretionary portfolio implementations, leveraging proprietary and third-party analytics within the broader Goldman Sachs ecosystem.

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

Series 65, Series 63

Deerfield, IL

Goldman Sachs Wealth Services

Helio Rapetti is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at Advantage xPO, East Hudson Oral Maxillofacial Surgery, AVI Foodsystems, and Natural Market. 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 supported by strategic allocation models, manager selections, and various implementation approaches within the broader Goldman Sachs ecosystem.

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

Series 63, Series 65

Morristown, NJ

Goldman Sachs Wealth Services

Ariane Auster is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, 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.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Matthew Kumzi is a financial advisor at Goldman Sachs Wealth Services with 10 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 in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through various tailored programs such as Executive Wealth, Personal 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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Erik R

Series 66

Saratoga Springs, NY

Goldman Sachs Wealth Services

Erik Rayno is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs since 2017, including five years with Goldman Sachs & Co. LLC, and previously at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive advisory solutions.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Adam Bashir is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He joined Goldman Sachs in 2026 and has prior experience at Capquest and the University of Aberdeen. 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 wealth programs, utilizing strategic allocation models and a range of fee arrangements within the broader Goldman Sachs ecosystem.

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

Series 63, Series 66

Norwalk, CT

Goldman Sachs Wealth Services

Ashley Schexnaildre is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously at United Capital Financial Advisers, LLC from 2016 to 2019. She serves as a backup trustee of a family trust in Trumbull, CT. Goldman Sachs Wealth Services advises a broad range of clients including individual investors, executives, corporate participants, and institutional clients, providing financial planning and portfolio management alongside specialized wealth and executive programs. The firm uses strategic and tactical allocation models with discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem for expanded product access and research capabilities.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Taylor Parks is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and eight years of industry experience. Prior to joining Goldman Sachs in 2019, he worked at The Ayco Company, L.P./Mercer Allied and Provident Equipment Finance. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of advisory services, leveraging resources across the Goldman Sachs ecosystem.

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

Series 66

Pittsburgh, PA

Goldman Sachs Wealth Services

Ann Mock is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight 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 combines centralized investment resources with tailored offerings and cross-affiliate product integration to serve its clients.

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

CFP®, Series 63, Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Edward Zegers is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Goldman Sachs Wealth Services and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Joseph Stinton is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 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 advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, using strategic allocation models and proprietary research tools to tailor plans across various client needs and fee structures.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Jackson Barnes is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at AdvantageXPO and Newport Beach Country Club, among other roles. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models, specialized programs, and proprietary analytics to tailor plans and portfolios aligned with client objectives.

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

Series 63, Series 65

Cohoes, NY

Goldman Sachs Wealth Services

Anna Stojanovic is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at The Brattle Group, Tavistock Group, and Royal Bank of Canada. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Jennifer Robertson is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2018, including prior roles at The Ayco Company, L.P. and Mercer Allied. 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.

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

Series 63, Series 66

Austin, TX

Goldman Sachs Wealth Services

Devin Coffey is a financial advisor with Goldman Sachs Wealth Services in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018, including a prior role at AYCO, a Goldman Sachs company, and has experience at Union College. 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 uses strategic allocation models and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem and affiliated capabilities to deliver tailored wealth management solutions.

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

Series 63, Series 65

Cohoes, NY

Goldman Sachs Wealth Services

Russell Merchant is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at The Ayco Company LP and Cadaret Grant, as well as various engagements in hospitality and education sectors. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams to deliver tailored wealth management solutions.

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