PFM Shirley Gonzalez

Shirley Gonzalez

Analyst, Woodlands

Shirley, Woodlands, serves as a Relationship Manager, helping to establish new client relationships in The Woodlands office of Goldman Sachs Personal Financial Management within the Consumer and Wealth Management Division of Goldman Sachs. She assists clients with the on-boarding process by completing all necessary paperwork and is an invaluable resource for any questions they might have.

Shirley has over 14 years of experience in the financial services industry, holding a variety of client service and operations positions. She takes pride in delivering exceptional customer service to support the team and clients by exceeding expectations while also keeping a close eye on the details.

Shirley graduated with a Bachelor of Business Administration in Finance from the University of Houston – Downtown.

Shirley currently resides in Cypress, Texas with her husband, three children, and shih-tzu Lucky. She enjoys the warmer months when she can be on the lake, by the ocean, or in the pool soaking up the sun.

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.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting the above, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to our marketing of products and services through a variety of means, including automated email systems, that you will be responsible for charges incurred in connection with a call or email, and that we may share your information with our affiliates for marketing.

To withdraw your consent to receive calls or to change your preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.