Trudy R. Turner, CPA/PFS, CFP®Vice President, Senior Wealth Manager, Plano
Trudy Turner, Plano, is responsible for counseling clients on investment opportunities, in alignment with the client's needs, goals and tolerance for risk at the Dallas office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
She brings over a decade of financial services experience in wealth management, insurance underwriting and public accounting to her dual passion of improving the lives of her clients and financial planning colleagues.
Trudy received a Bachelor of Science in Finance degree from the University of Virginia and a Master of Science in Accountancy degree from the University of North Texas. She has also earned CPA/PFS and CFP® designations.
Not only is financial planning her profession, but Trudy also feels it's her calling. When not working with clients, she can be found teaching, mentoring and counseling students, young practitioners and career changers to accelerate their success in the profession. She has also served as the 2006 President of the Dallas/Fort Worth Chapter of the FPA and as one of three Co-Founders of the FPA Diversity Committee. Within her local community, Trudy has served on the Parkland Foundation Planned Giving Council, the Greater Dallas Business Ethics Awards Steering Committee and as a Board Director for the Consumer Credit Counseling Service of Greater Dallas.
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.”), member FINRA/SIPC, 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.