Irving, TX E. John Carpenter Frwy Office

Team
Updated today

Client AUM

$24,817,428,426

Clients

115,350

Advisors

24

Of 1,141 advisors across 58 offices

Location

125 E. John Carpenter Frwy, Suite 1000

Irving TX 75602

Advisors at this office

24

Advisors at this office

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Stephen T

Series 66

Irving, TX

Goldman Sachs Wealth Services

Stephen Taylor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Irving, TX, bringing four years of industry experience. He has been with Goldman Sachs since 2019. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate and plan sponsors, and institutional clients, providing tailored financial planning and portfolio management. The firm integrates strategic allocation models and proprietary research with a range of service offerings, leveraging the broader Goldman Sachs ecosystem.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Imani Hosseini is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and experience beginning in 2024. Prior to joining Goldman Sachs, Hosseini worked at Ernst & Young and held legal roles at Le Brocq Law Firm and the Law Office of Dorothy Hyde. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions, leveraging strategic allocation models and both discretionary and non-discretionary portfolio implementations.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Teodora Ibrahim 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 2024. Outside of her advisory role, she works as an independent contractor delivering packages for Amazon Flex. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a range of discretionary and non-discretionary managers.

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

Series 63, Series 65

Irving, TX

Goldman Sachs Wealth Services

Abdoulali Jirani is a financial advisor at Goldman Sachs Wealth Services with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, New York Life, and H-E-B, among others. 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 access to specialized wealth programs and alternative investments.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Nidhi Chetanbhai Patel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, Patel held positions at Robert Half, Floral Vale Dental Excellence, and New Jersey City University. 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 affiliated teams to offer tailored wealth management solutions 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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Bibhu C

Series 66

Irving, TX

Goldman Sachs Wealth Services

Bibhu Chapagain is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked within Goldman Sachs and its affiliated Personal Financial Management Group since 2022. Prior to his advisory role, he held various positions at Berry College, including roles in the Business and Finance Office and Student Enterprise. 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 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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Brandon T

Series 66, Series 63

Irving, TX

Goldman Sachs Wealth Services

Brandon Tort is a financial advisor at Goldman Sachs Wealth Services with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Charles Schwab and several positions outside the financial industry. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and a broad range of proprietary and third-party research tools.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments 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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Emma G

Series 66

Irving, TX

Goldman Sachs Wealth Services

Emma Gall is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Goldman Sachs, she worked at SFMG Wealth Advisors and has experience in the food service industry. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and access to specialized programs and alternative investments. The firm leverages proprietary research, tactical allocation models, and its broader Goldman Sachs ecosystem to serve clients through various fee arrangements and platforms.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Amelia Abels is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential. She has been with Goldman Sachs & Co. LLC since 2025, with prior experience including roles at Snohomish Bakery, the City of Marysville, SALT Center, and Lululemon Athletica. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate and executive clients, and institutional participants. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and a range of fee arrangements, leveraging the broader capabilities of the Goldman Sachs ecosystem.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Sofia Maricevic 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 firms including Brown Brothers Harriman & Co. and Broadleaf Results, Inc. Outside of her advisory role, she is involved as a video editor for Miller Music LLC, a social media channel. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and an array of strategic investment tools. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to deliver tailored solutions and access to alternative investments.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

John Kilgallon is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and previously worked at Global Payments and The Garage. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers 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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Alyssa B

Series 66

Irving, TX

Goldman Sachs Wealth Services

Alyssa Benton is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Grant Thornton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by a large integrated financial group.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Dylan Mc Donald is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Goldman Sachs Wealth Services and previously worked at Equitable Advisors, Clearfork Engineering, and Movement Mortgage. Outside of his advisory role, he is the sole proprietor of McDonald Property Investments. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm utilizes strategic allocation models and proprietary analytics within the broader 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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Haden M

Series 66

Irving, TX

Goldman Sachs Wealth Services

Haden Mc Keehan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Clearfork Engineering Inc. and Thrive Pet Healthcare. 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 allocation models and uses proprietary and third-party analytics to tailor client solutions, supported by a wide array of affiliated Goldman Sachs entities.

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