Brett MaganaANALYST, WEALTH ADVISOR
Brett Magana focuses on assisting clients with financial life management at the Denver - Highlands Ranch office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. In addition to financial planning, he supports business development efforts and training on new processes.
Brett came to what is now Goldman Sachs Personal Financial Management in 2018 from Merrill Lynch. At Merrill Lynch, he gained valuable experience in the financial services industry while becoming a licensed representative. Previously he worked at Workiva, providing SEC Filing services for Fortune 500 companies across the country and in Canada.
He graduated from the University of Colorado with a Bachelor of Science in Accounting.
Brett has long been passionate about collegiate athletics. His father and siblings also attended the University of Colorado, which led to Brett becoming a fan of the school’s sports teams while growing up.
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.