Dallas, TX Ross Avenue Office

Team
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Goldman Sachs Wealth Services logo

Goldman Sachs Wealth Services

Enterprise

Firm-wide stats for Goldman Sachs Wealth Services

Total advisors

1,152

Across 57 offices

Clients per advisor

100 High

Avg AUM per client

$215,149 Very Low

HNW client ratio

34% High

About

Goldman Sachs Wealth Services advises a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), corporate and employer‑sponsored participants, executives, plan sponsors, and institutional clients. It delivers financial planning and portfolio management alongside related offerings such as Private Family Office services, Specialized Executive Wealth programs, Financial Wellness and SurvivorSupport/TransitionalSupport programs, and access to Alternative Investments.

The firm’s advisory teams (Wealth Advisors and Ayco PMG) tailor plans and portfolios to client objectives, using strategic and tactical allocation models produced by the Private Wealth Investment Strategy Group (ISG), manager selections by the External Investment Group (XIG), and both discretionary and non‑discretionary implementations. Clients can be served via a range of fee arrangements and platforms—including strategy‑based accounts, centrally managed strategies, and comprehensive pricing programs—and the firm describes operational tools such as model rebalancing, tax‑aware techniques, and the use of proprietary and third‑party analytics (including AI) in research and implementation.

Compared with peers, the Adviser’s integration into the broader Goldman Sachs ecosystem is notable: it references affiliated capabilities across GS&Co., GSAM, Ayco, Goldman Sachs Bank USA and other Goldman Sachs affiliates that function as a bank, asset manager, broker‑dealer, and counterparties subject to swap‑dealer and futures‑merchant regimes. It also documents less common client touchpoints for an enterprise adviser—participant or subscription‑style pricing for Financial Wellness and program services, periodic research/educational publications and seminars, pension/plan consulting and municipal advisory relationships, and specialized teams (e.g., Sponsors Coverage Group) for clients with concentrated private equity or hedge fund exposures—while noting these affiliations create both expanded product access and additional conflicts of interest disclosed in the brochure.

Based on Goldman Sachs Wealth Services

Expertise

Wealth management Equity compensation tax strategy Tax-loss harvesting

Based on Goldman Sachs Wealth Services

Occupation focus

Executive Founder/Business Owner

Based on Goldman Sachs Wealth Services

Demographic focus

Intergenerational Families

Based on Goldman Sachs Wealth Services

Location

2001 Ross Avenue Suite 2800

Dallas TX 75201

Advisors at this office

93

Advisors at this office

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Seth H

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Deny Paul is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at Baker Tilly and held positions at UT Southwestern Medical Center 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services such as Executive Wealth and Private Family Office support 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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Levi T

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Levi Taylor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He has been with Goldman Sachs since 2024, with prior experience at Daikin and HEB, as well as entrepreneurial activities with Trident Aquatics LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutions. The firm offers tailored investment strategies supported by proprietary and third-party research and integrates 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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Alexandra W

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Alexandra Wirth is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Keiter CPA's, CarMax, Inc., Ann Taylor Loft, and The College of William and Mary. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs ecosystem to tailor solutions to client objectives.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Ross Norman is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has 18 years of industry experience, including 13 years at The Ayco Company, L.P./Mercer Allied before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management. The firm employs strategic and tactical allocation models, discretionary and non-discretionary implementations, and proprietary analytics, supported by the resources of the broader Goldman Sachs ecosystem.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Brent Norniella 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, following seven years 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, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support, and operates as part of a large integrated financial group with unique cross-affiliate capabilities.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Andrew Rosen 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 2025. His prior roles include positions at Pegasus Real Estate Advisory LLC, Redstone Capital LLC, Sea Pine Technologies, and Redstone Ventures LLC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing proprietary analytics and integrated resources across the Goldman Sachs ecosystem to tailor investment solutions.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Ryder Stahl is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at Ayco, Catapult Partners, and Navy Capital. He also has a background in education from Southern Methodist University and The Taft School. 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 charitable organizations. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering 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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Randy R

Series 63, Series 65

Dallas, TX

Goldman Sachs Wealth Services

Randy Roe is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Goldman Sachs since 2021, following a 23-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 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.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Teresa Campbell is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, bringing 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 13 years at The Ayco Company, LP/Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and model portfolios, delivering customized solutions through both discretionary and non-discretionary management within a large integrated financial group.

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

Kylie B

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Kylie Brennan is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, Texas. She joined Goldman Sachs in 2026 and has one year of industry experience. Prior to her advisory role, she has a background that includes several years of babysitting and nannying services. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic asset allocation and manager selection with advanced tools and analytics, delivering tailored solutions through various fee structures and platforms.

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

Series 63, Series 65

Dallas, TX

Goldman Sachs Wealth Services

James O'Neill is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 22 years with 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, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering a range of tailored services such as Executive Wealth and Private Family Office support.

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

Series 65, Series 66

Dallas, TX

Goldman Sachs Wealth Services

Andrew Allen is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including two separate tenures at Goldman Sachs totaling 19 years and one year at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams tailor strategies using in-house research, external manager selections, and advanced operational tools, supported by the broader Goldman Sachs ecosystem.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Collin Croskery is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX. He holds the Series 66 designation and has been with Goldman Sachs & Co. LLC since 2021. Prior to that, he worked at KPMG, LLP for one year following his undergraduate and graduate studies completed between 2015 and 2020. 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 utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

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

Gregory G

Series 63, Series 65

Dallas, TX

Goldman Sachs Wealth Services

Gregory Garvin is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Goldman Sachs since 2021, following 14 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, corporate participants, 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 and Private Family Office support 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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