Mark Agnew, CFP®Vice President, Dallas
As a Wealth Manager at the Dallas office, within the Consumer and Wealth Management Division of Goldman Sachs, Mark is responsible for advising clients on holistic wealth planning matters; including strategic and tactical asset allocation, retirement planning and income tax planning.
Mark originally joined the firm in 2012 and previously held financial planning roles within the Goldman Sachs Personal Financial Management Personal Advisor Service and Executive Financial Management until 2016, where he then transitioned to serving as a Regional Compliance Manager until 2018. Upon Mark rejoining the firm in 2020 as a Wealth Manager, he served as a Financial Advisor at Personal Capital.
Mark attended Southern Methodist University where he earned a Bachelor’s Degree in Business Administration and is a Certified Financial Planner Practitioner. Mark is also a member of the Financial Planning Association and serves on the Next Generation Planner Editorial Board.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.