Troy, MI 1301 W. Long Lake Rd. Suite 360 Office

Team
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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

1301 W. Long Lake Rd., Suite 360

Troy MI 48098

Advisors at this office

34

Advisors at this office

user avatar

Hana J

Series 66

Troy, MI

Goldman Sachs Wealth Services

Hana Jibrel is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds the Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic and tactical allocation models alongside proprietary research and integrates capabilities across Goldman Sachs affiliates to offer a broad range of advisory and investment solutions.

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

Collin O

Series 66

Troy, MI

Goldman Sachs Wealth Services

Collin O Neill is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC and United Wholesale Mortgage. Outside of finance, his background includes roles with Jaguars F.C. and involvement with the Detroit Finnish Cooperative Camp. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses 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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Jeffrey J

Series 66

Troy, MI

Goldman Sachs Wealth Services

Jeffrey Jackson is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P. and Oakland University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate executives, and 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 and proprietary research with a broad range of affiliated capabilities across the Goldman Sachs organization.

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

Michael C

Series 66

Troy, MI

Goldman Sachs Wealth Services

Michael Ceccoli is a financial advisor with Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and a broad range of affiliated financial services across the Goldman Sachs ecosystem.

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

Melissa S

Series 66

Troy, MI

Goldman Sachs Wealth Services

Melissa Santoyo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds the Series 66 designation and previously worked at CBRE and Maxim Healthcare Services. 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 uses strategic allocation models and manager selections from specialized internal groups, offering a range of fee arrangements and access to affiliated Goldman Sachs capabilities.

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

Series 66

Troy, MI

Goldman Sachs Wealth Services

Gayane Toukhanian is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and nine years of industry experience. She has worked at Goldman Sachs Ayco since 2017 and previously held roles at Academia Book Buyers and Huntington Technology Finance. 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 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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Benjamin W

Series 66

Troy, MI

Goldman Sachs Wealth Services

Benjamin Wicks is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held positions at Bridge Business Credit, Lee Industrial Contracting, Kroger, and Michigan State University among others. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, strategic allocation models, and a range of service platforms across the broader Goldman Sachs ecosystem.

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

Mike P

Series 66

Troy, MI

Goldman Sachs Wealth Services

Mike Pecaj is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Hantz Financial Services and Oakland University. His background also includes roles outside finance, such as working in education and the restaurant industry. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and charitable organizations. The firm leverages centralized investment resources and offers tailored services through an integrated financial group structure.

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

Lucas B

Series 66

Troy, MI

Goldman Sachs Wealth Services

Lucas Bogard is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers 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 model portfolios, delivering services through both 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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Lala W

Series 66

Troy, MI

Goldman Sachs Wealth Services

Lala Winningham is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Troy, MI. She joined Goldman Sachs & Co. LLC in 2026 and has prior experience working in the hospitality and retail sectors, including positions at Mt Brighton Ski Resort, Huntmore Golf Club, and Scooters Coffee. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary analytics and offers access to services such as Private Family Office programs and Alternative Investments.

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

Mahbub J

Series 66

Troy, MI

Goldman Sachs Wealth Services

Mahbub Jahid is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Chase, DTE Energy, FreightVerify, and Ford Motor Company. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses a variety of strategic allocation models, manager selections, and implementation methods, supported by proprietary research and analytics within the larger Goldman Sachs ecosystem.

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

Aaron R

Series 66

Troy, MI

Goldman Sachs Wealth Services

Aaron Ring is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support through both discretionary and non-discretionary managers.

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

Nolan G

Series 66

Troy, MI

Goldman Sachs Wealth Services

Nolan Godek is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Walmart and Equitable Advisors LLC. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem to offer a comprehensive range of investment and advisory services.

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

Lauren S

Series 66

Troy, MI

Goldman Sachs Wealth Services

Lauren Silski is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth solutions and leverages centralized investment resources and affiliated teams to implement diversified portfolios through discretionary and non-discretionary managers.

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

Brendan B

Series 66

Troy, MI

Goldman Sachs Wealth Services

Brendan Becker is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Troy, MI. He has worked at Goldman Sachs & Co. LLC since 2026 and previously held roles at Lear Corporation, Bayco Management, Michigan State University, and Oxford High School. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and an integrated approach across its broader group of affiliates.

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