Daniel RodriguezVice President, Wealth Advisor, Fort Lauderdale
Daniel Rodriguez, Fort Lauderdale, is responsible for developing an investment strategy tailored to each client’s needs by delivering customized wealth management advice and personalized service at the Ft. Lauderdale - Slafsky office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
He began his financial services career in 2006 and has extensive experience as a goals-based holistic Advisor to his clients, who include individuals and families, business owners and employer-sponsored retirement plans.
Daniel received a B.A. in Business Administration and an M.A. in International Business from the University of Florida. He also earned Academic All-American honors as a member of the lacrosse team and worked extensively with the Center for Entrepreneurship and Innovation at the Warrington College of Business.
Born and raised in Miami, Daniel enjoys traveling, boating, fishing and, above all, spending time with his wife Paloma and daughters Emma and Olivia.
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. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer 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.