Miami, FL Office

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.

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.

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.

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.

Edward Offutt is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at World LGX, Consilio, Morgan Stanley, and Uber. Outside of his advisory duties, he is a co-owner of The Trash Heroes LLC, a waste removal company based in Miami, FL. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized teams and proprietary research, leveraging the broader Goldman Sachs ecosystem for comprehensive wealth management solutions.

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.

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.

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.

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.

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.

Justin Gradolf is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Goldman Sachs & Co. LLC, Sandbox Financial Partners LLC, Cambridge Investment Research, and Ohio National Financial Services. He is based in Miami, FL. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering customized financial planning and portfolio management. The firm integrates strategic allocation models, manager selections, and proprietary research tools across a broad range of fee arrangements and platforms, supported by affiliated Goldman Sachs entities.