Austin, TX South 1st Street Office

Team
Updated today

Client AUM

$24,817,428,426

Clients

115,350

Advisors

3

Of 1,098 advisors across 58 offices

Location

401 South 1st Street, Suite 1325

Austin TX 78704

Advisors at this office

3

Advisors at this office

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Jonathan G

Series 66

Austin, TX

Goldman Sachs Wealth Services

Jonathan Greeson is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following five years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 model portfolios, delivering services through a combination 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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Michael S

CFP®, Series 63

Austin, TX

Goldman Sachs Wealth Services

Michael Sullivan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Goldman Sachs Wealth Services since 2018. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, and Valhaven Wealth. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate sponsors, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group with a range of specialized services.

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

Series 66

Austin, TX

Goldman Sachs Wealth Services

Nicholas Parnell is a financial advisor at Goldman Sachs Wealth Services in Austin, TX, holding a Series 66 designation. He has been with Goldman Sachs since 2021, following prior roles in sports and construction industries. Outside of his advisory role, he works part-time as a high school basketball referee in Central Texas. Goldman Sachs Wealth Services provides financial planning and investment management to a wide range of clients, including high-net-worth individuals and institutional participants. The firm leverages centralized investment resources and offers tailored solutions through a combination 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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