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Trevar B

Series 66

Miami, FL

Goldman Sachs Wealth Services

Trevar Brown is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at several firms including TaxHawk and Myeducator LLC. Goldman Sachs Wealth Services offers 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 integrated strategies across affiliates, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

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

Series 66

Miami, FL

Goldman Sachs Wealth Services

Hunter Ager is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and seven years of industry experience. His prior roles include positions at Masterworks Advisers, Arete Wealth Advisors, Equitable Advisors, and AXA Advisors. He is based in Miami, FL. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate clients, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a combination of strategic and tactical allocation models, discretionary and non-discretionary implementations, and proprietary analytics, while drawing on 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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Kerly C

Series 65, Series 66

Miami, FL

Goldman Sachs Wealth Services

Kerly Chirinos is a financial advisor with Goldman Sachs Wealth Services in Miami, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Morgan Stanley and her own practice, Kerly Cortez, P.A. She also has experience managing a residential real estate rental property. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning and portfolio management through integrated teams and leveraging the broader Goldman Sachs platform and specialized investment strategies.

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

Series 66

Miami, FL

Goldman Sachs Wealth Services

Zachary Welch is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Miami, FL. He has one year of industry experience, including prior roles at Morgan Stanley and ANSA Merchant Bank. 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 employs both strategic and tactical allocation models and offers access to alternative investments, leveraging proprietary analytics and Goldman Sachs’ broad affiliate network.

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

Series 65, Series 63

Miami, FL

Goldman Sachs Wealth Services

Edward Offutt is a financial advisor with Goldman Sachs Wealth Services in Miami, Florida. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Goldman Sachs, he worked at World LGX, Georgetown University’s McDonough School of Business, Consilio, Morgan Stanley, and Uber. Offutt is also a co-owner of The Trash Heroes LLC, a waste removal company based in Miami. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to a broad range of affiliated Goldman Sachs resources and specialized programs.

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

Series 66

Miami, FL

Goldman Sachs Wealth Services

Robert Rogers is a Series 66-licensed advisor at Goldman Sachs Wealth Services with three years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at CT Corporation and operated the Robert Rogers Law Firm, PA for over a decade. Outside of his advisory role, he is the owner of Second Screen Games LLC, a digital entertainment platform based in Miami. Goldman Sachs Wealth Services offers financial planning and investment management to a wide range of clients, including individuals, high-net-worth households, and institutional investors. The firm leverages centralized investment strategies and a variety of affiliated and unaffiliated managers to deliver tailored wealth advisory solutions.

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

Series 63

Miami, FL

Goldman Sachs Wealth Services

Kathleen Lahey is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 21 years of industry experience. She has been with Goldman, Sachs & Co. since 1986. Lahey serves as a trustee for The Rockefeller University, where she assists with fundraising efforts. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range 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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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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Devon B

Series 63, Series 65

Miami, FL

Goldman Sachs Wealth Services

Devon Bateman is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He has held positions at Goldman Sachs & Co. since 2016, with a one-year tenure at Trivest Partners. Bateman holds Series 63 and Series 65 designations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of tailored advisory services supported by proprietary research and integrated capabilities 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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Daniel C

Series 66

Miami, FL

Goldman Sachs Wealth Services

Daniel Corazon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience including roles at Total View Advisors and US Century Bank, as well as academic involvement at the University of Florida. 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 employs a range of strategic allocation models and manager selections, supported by proprietary analytics, and leverages affiliated Goldman Sachs entities to offer a broad suite of advisory services.

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

Series 66

Miami, FL

Goldman Sachs Wealth Services

Andres Munoz Lavin is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has prior experience at Goldman Sachs & Co. LLC. His background includes academic roles at Georgetown University, Universidad de los Andes, and Universidad del Desarrollo. 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 a range 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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Justin G

Series 65, Series 63

Miami, FL

Goldman Sachs Wealth Services

Justin Gradolf is a financial advisor with Goldman Sachs Wealth Services in Miami, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Sandbox Financial Partners LLC, Cambridge Investment Research Advisors, and Ohio National Financial Services. Goldman Sachs Wealth Services serves a diverse client base, including individual investors from non‑high-net-worth to high-net-worth, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrated 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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