Advisors at this firm
Seth H
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Seth Halley is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Tyson Foods/GDH Consulting, and other firms. 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, operating within a large integrated financial group with a range of affiliated financial entities.
David R
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
David Rog is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure 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 individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Thomas D
Series 66
New York, NY
Goldman Sachs Wealth Services
Thomas D'angelo 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 & Co. LLC since 2021, following 15 years at The AYCO Company, L.P. 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 leverages centralized investment resources and a large integrated financial group to offer tailored wealth solutions and a range of specialized programs.
Robert C
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Robert Chapman is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked for 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 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.
Giovanni S
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Giovanni Scisci 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 was with The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services offers 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 combines centralized investment resources and model portfolios with a variety of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.
Michael M
Series 63, Series 65
Cohoes, NY
Goldman Sachs Wealth Services
Michael Murray is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Goldman Sachs since 2003, including his current role since 2021, and previously worked 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 high-net-worth individuals and institutional clients. 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.
Camden R
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Camden Ratcliffe is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior roles include positions at Birge and Held, Varsity Properties, and experience associated with Indiana University and Rolling Hills Country Club. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Phillip G
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Phillip Giese is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./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 solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Kathryn D
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Kathryn Dougherty is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. She has been with Goldman Sachs since 2024. Outside of her advisory role, she has experience with KBD Enterprises, LLC and has worked in education at Staten Island Academy and Fairfield University. 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, operating within a large integrated financial group with access to a broad range of financial products and programs.
Sara C
Series 66
Irving, TX
Goldman Sachs Wealth Services
Sara Corbitt is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has been associated with Ayco since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range of tailored service offerings.
Lauren L
Series 63, Series 65
Newport Beach, CA
Goldman Sachs Wealth Services
Lauren Lee is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2018 and previously held positions at The Ayco Company, L.P./Mercer Allied, Precision Wealth, and Millennia Tax Relief. 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 a range of discretionary and non-discretionary managers, offering tailored wealth solutions and integrated services across affiliated entities.
Anthony T
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Anthony Toffenetti is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior experience includes roles at The Ayco Company, L.P./Mercer Allied and the New York State Department of Taxation and Finance. Goldman Sachs Wealth Services offers 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 model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.
Emmett C
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Emmett Clancy is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 17-year tenure at Ayco Company, L.P. 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 solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Hudson G
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Hudson Good is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, he worked at Cerity Partners and has experience in several other roles outside the financial industry, including positions at Beezer's Gourmet and Fantes Coffee. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary managers within a large integrated financial group.
Michael B
Series 63, Series 65, Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Michael Bemoras is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Goldman Sachs, he worked at Airbrij Technology, Inc. and held multiple roles at Veriown Global, Inc. and Veriown Americas, LLC. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base that includes individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.