Shane Sullivan

Shane Sullivan, CFP®

Vice President, Harlingen

Shane Sullivan, Harlingen, is responsible for helping clients live their best financial lives at Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Shane helps provide comprehensive solutions for clients, so they have more time and confidence to pursue what matters most.

Shane has been an advisor helping clients for the past 25 years. However, his career began as an intern for an investment firm while concurrently working to receive his degree from Texas A&M University.

Shane graduated with his Bachelor of Business Administration in Finance from Texas A&M University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has held numerous roles, including President and Chairman of the Board for the Financial Planning Association of Austin.

A dedicated husband and father, Shane enjoys golfing with his three daughters and volunteering in his local community.

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.

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