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Robert B

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Robert Baxter is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight 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 and Westley Contract Services, LLC. 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 Wealth and Private Family Office support, integrating capabilities across its affiliated entities.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Matthew Hooper is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 credential and 22 years of industry experience. He has worked with Goldman Sachs & Co. LLC since 2021 and was previously employed at The AYCO Company, L.P./Mercer Allied for 13 years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing both strategic and tactical investment models alongside proprietary research and 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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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.

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

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

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

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Spencer Scott is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Goldman Sachs Ayco and various positions outside the financial sector, such as in transportation and university library 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 leverages strategic allocation models, specialized programs, and access to affiliated Goldman Sachs resources to tailor advice and investment solutions.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Camila Giorgi is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and involvement with academic and community organizations such as the LSU Center of Economic Business and Policy Research and LSU Admissions. Goldman Sachs Wealth Services serves a diverse client base that includes individuals, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to provide comprehensive wealth management solutions.

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

CFP®, Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Matthew Ward is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently a Wealth Advisor at Goldman Sachs Wealth Services, where he has worked since 2021. Prior to this, he held roles at The AYCO Company, L.P./Mercer Allied and HSBC Bank USA, N.A., including HSBC Securities (USA) INC. 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 uses 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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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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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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Paul R

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Paul Rogers is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nine years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes 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 diverse products and services.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Megan Wu is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and began her career with Goldman Sachs in 2026 following her graduation from the University of Rochester. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated 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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Erin F

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Erin Feist is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, she worked for The AYCO Company, L.P./Mercer Allied from 2009 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers 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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Cole A

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Cole Arendsen is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Oakworth Capital Bank and Omnimax International. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm leverages integrated resources across Goldman Sachs affiliates to deliver tailored strategies, employing advanced analytics and a range of fee structures.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Lila Prevost is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs Ayco and experience in event-related roles at the Wells Fargo Championship and The Masters Golf Tournament. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering 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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Finian K

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Finian Kennedy is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with 22 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 14 years at 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, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with proprietary and third-party analytics, offering a variety of fee arrangements and platforms 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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Tiffany G

Series 66, Series 63

Atlanta, GA

Goldman Sachs Wealth Services

Tiffany Grooms is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds the Series 66 and Series 63 licenses. Her prior experience includes roles at The Vanguard Group and LexisNexis, as well as academic positions at Liberty University School of Law. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management with customized allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem to deliver integrated wealth management solutions.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Travis Pietrusza is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and integrated strategies across affiliated teams.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Julian Koeneman is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at The Ayco Company, L.P./Mercer Allied, Bank of America Merrill Lynch, and Core States Inc. He also has experience in academic roles at the University of South Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging extensive resources within the broader Goldman Sachs network.

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