Suzanne McGuire serves as a liaison between clients and the firm's managing directors in the Atlanta office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. She assists in financial planning, portfolio management, preparing for client meetings, maintaining client data, interfacing with custodians and ensuring that clients' needs are met on a personalized level.
With more than 20 years of financial services experience, Suzanne began her career with Robinson Humphrey Co. in Atlanta. She transitioned from Sales Assistant to Institutional Equity Sales Trader. Suzanne provided research, merchandise calls and trading expertise to institutions in a specified territory. Eventually, her career path led her to join United Capital Financial Advisers, now Goldman Sachs Personal Financial Management, and she has continued to grow within the financial services industry.
Outside the office, Suzanne enjoys golf, yoga, spin classes, cooking, selling anything on eBay and spending time with family and friends.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management ("GS PFM") is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.