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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.
Carter W
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Carter Watson is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at McDonald Capital Management and Sewell Automotive. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, offering clients access to a broad array of affiliated financial services across the Goldman Sachs ecosystem.
Blake M
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Blake Maday is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Lilium Aviation, Mahalo Capital Partners, DoorDash, Inc., and Michigan State University. His background also includes six years with the United States Soccer Federation and nine years with the Novi Community School District. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.
Casey S
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Casey Spraberry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. Prior to joining Goldman Sachs in 2022, Casey worked at Advantage xPO and held roles in hospitality and education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.
James M
Series 66
Dallas, TX
Goldman Sachs Wealth Services
James Mcenery is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he serves clients through Goldman Sachs' integrated wealth management platform. 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 offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.
Daniel M
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Daniel Madia is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, Madia provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support.
Samuel H
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Samuel Harris is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at State and Liberty and self-employment, alongside experience in education and travel-related work. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.
Samuel C
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Samuel Chacon is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with discretionary and non-discretionary management, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.
Michael Q
Series 63, Series 66
Dallas, TX
Goldman Sachs Wealth Services
Michael Quiroga is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Fidelity Brokerage Services, Inc. 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 and a variety of platforms to tailor solutions and integrates capabilities across Goldman Sachs affiliates to offer a broad range of services.
Trevor D
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Trevor Dinh is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at Goldman Sachs Ayco Personal Financial Management and Wells Fargo. Goldman Sachs Wealth Services advises a diverse client base ranging from non‑high-net-worth individuals to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models, manager selections, and a range of platforms and fee arrangements, leveraging proprietary analytics and integration across Goldman Sachs affiliates.
Wade C
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Wade Catlin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs in 2021. 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 leverages centralized investment resources and a range of tailored offerings, combining discretionary and non-discretionary management within a large integrated financial group.
Hudson W
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Hudson White is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles at several firms such as Cornerstone Caregiving and Alpha 8. He also has experience at Baylor University and various organizations outside the financial sector. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by specialized teams and proprietary research, delivering tailored strategies through a variety of platforms and leveraging the broader Goldman Sachs network.
Samuel S
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Samuel Scribner is a financial advisor at Goldman Sachs Wealth Services with five 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 The Ayco Company, L.P. He also has experience outside finance, having worked at Las Brisas Southwestern Steakhouse and Texas Tech University. 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 integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large financial group to provide diverse and integrated solutions.
Benjamin C
Series 63, Series 66
Dallas, TX
Goldman Sachs Wealth Services
Benjamin Casso is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent seven 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 individual and high-net-worth households, corporate participants, 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, integrating capabilities across its affiliated entities.
Patrick M
Series 63, Series 65
Dallas, TX
Goldman Sachs Wealth Services
Patrick Mc Donald is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018 and previously worked at Southern Methodist University from 2016 to 2018. 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 employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging its connection to the broader Goldman Sachs network for integrated advisory solutions.
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.
Natalie H
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Natalie Harwell is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, she provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers 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 combination of discretionary and non-discretionary managers to deliver tailored wealth solutions.
Jose R
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Jose Rubio Marquez is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs, he worked at Charles Schwab and has service experience in the United States Marine Corps. 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 investment strategies through its integrated advisory teams and affiliated entities, delivering services such as Private Family Office support, Specialized Executive Wealth programs, and access to Alternative Investments.
Emma S
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Emma Salzman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and JP Morgan. Goldman Sachs Wealth Services advises a broad client base, including both non‑high-net-worth and high-net-worth individuals, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, utilizing strategic allocation models and a range of services such as Private Family Office and Specialized Executive Wealth programs.
Corban Q
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Corban Quarles is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and Goldman Sachs, as well as experience with Nightlight Donuts and Fellowship Bible Church. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by research and technology, with access to services across the broader Goldman Sachs platform.
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