Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Brennan L
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Brennan Laporte is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied and Axa Advisors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, 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.
Alyssa G
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Alyssa Garcia is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining Goldman Sachs, she has experience in management roles and hospitality. 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 employs strategic allocation models and offers access to alternative investments, leveraging resources across the broader Goldman Sachs ecosystem.
Carolyn S
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Carolyn Sanchez is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation and has been with Goldman Sachs since 2009. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Brett H
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Brett Higgins is a financial advisor with Goldman Sachs Wealth Services, 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. Based in Dallas, TX, his career includes significant tenure at prominent firms in the wealth management sector. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics as part of an integrated approach within the broader Goldman Sachs ecosystem.
Ryan F
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Ryan Finnegan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Northwestern Mutual and the Finnegan Auto Group. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning and portfolio management supported by strategic allocation models, specialized programs, and a wide range of advisory platforms.
Christopher P
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Christopher Poisson is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied and Park & Longstreet, PC. 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 including Executive Wealth, Personal Wealth, and Private Family Office support, delivered through a combination of discretionary and non-discretionary managers.
Liane P
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Liane Pavon Lodeiro is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and The University of Texas at Dallas. Goldman Sachs Wealth Services provides 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 tailored services through both discretionary and non-discretionary managers, and integrates offerings across its affiliated financial entities.
Cameron B
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Cameron Blann is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has been with Goldman Sachs – Ayco since 2025. Prior to this role, he worked in construction and energy sectors and spent several years in full-time education. Goldman Sachs Wealth Services provides 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 offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integrated financial group structure.
Michael C
Series 63, Series 65
Dallas, TX
Goldman Sachs Wealth Services
Michael Cummins is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for 21 years before joining Goldman Sachs in 2021. Cummins serves as an advisory board member at Salt Lake Mattress & Manufacturing Company, providing general business guidance. Goldman Sachs Wealth Services offers 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 range of discretionary and non-discretionary managers within an integrated financial group structure.
Jackson A
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Jackson Andres is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, where he has worked for seven years. He has a total of four years of industry experience, including prior work at the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs platform.
Aleena A
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Aleena Ajani is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously been affiliated with the University of Texas at Austin and the Red McCombs School of Business. Goldman Sachs Wealth Services advises a diverse client base, including individuals, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and manager selections supported by proprietary research and integrates capabilities from across the Goldman Sachs ecosystem.
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.
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.
Kevin M
CFA®, Series 63
Dallas, TX
Goldman Sachs Wealth Services
Kevin Mc Devitt is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services in Dallas, TX. Prior to joining Goldman Sachs, he worked for Morningstar, Inc. for twelve years. 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 strategies supported by proprietary research, alternative investment access, and integrated services across the broader Goldman Sachs network.
Christian S
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Christian Schenkel is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has three years of industry experience. Prior to joining Goldman Sachs, he worked at eBay for one year. 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 specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the Goldman Sachs ecosystem.
Sarah M
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Sarah Mc Kay is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Goldman Sachs since 2024, as well as positions at Binghamton University, Auburn Community Hospital, and Union Springs High 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’s advisory teams utilize strategic allocation models and a range of platforms to tailor solutions, supported by integrated resources across the broader Goldman Sachs organization.
Todd F
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Todd Franza is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Dallas, TX. He has 11 years of industry experience, including five years at The AYCO Company, L.P./Mercer Allied before joining Goldman Sachs in 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models, manager selections, and a variety of implementation approaches, supported by proprietary and third-party analytics, and leverages its integration within the broader Goldman Sachs ecosystem.
Lacie H
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Lacie Holbert is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has previously worked 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 leverages centralized investment resources and a range of affiliated and unaffiliated managers to deliver tailored wealth solutions, including executive and personal wealth services, retirement plan education, and private family office support.
Richard D
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Richard Desch is a Series 66-licensed 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 11 years with The AYCO Company, L.P./Mercer Allied. He is based in Denver, CO. 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 offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment strategies and a range of affiliated and unaffiliated managers.
Malcolm J
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Malcolm Jett Jr. is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has two years of industry experience, all with Goldman Sachs following a decade as a student. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic investment models and operational tools, integrating capabilities from across the Goldman Sachs ecosystem to provide tailored advisory solutions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters