PFM Stephen Taylor 1

Stephen Taylor

Associate, Dallas

Stephen Taylor, Dallas, is responsible for financial planning for many of the field offices at Goldman Sachs Personal Financial Management. Stephen’s responsibilities include creating and updating financial plans as well as training and testing the financial planning software for new hires.

Stephen started his career at United Capital, now known as Goldman Sachs Personal Financial Management within the Asset & Wealth Management business of Goldman Sachs. He worked as a guidance specialist where his main focus was financial planning. In his current position, he has continued to focus on financial planning as well as income tax projections.

Stephen attended the University of Texas at Arlington where he received a Bachelor’s of Business Administration in Finance.

Outside of the office, Stephen enjoys playing golf and being outdoors. As a Dallas native, he is a huge fan of all local sporting teams.

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.

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