Caroline Girgis, ChFC®Vice President, Bethesda
Caroline Girgis, Bethesda, is responsible for providing knowledge in various wealth management areas to clients at the Bethesda - North and McLean offices of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. She meets with clients to understand their financial goals and concerns and creates tailored plans to help them gain financial control.
Prior to joining what is now Goldman Sachs Personal Financial Management, she was Co-Founder of Grady, Girgis, and Associates, a comprehensive financial/estate planning and investment advisory firm (a financial advisory branch of American Express Financial Advisors, Inc.).
Caroline earned her Juris Doctor from Widener University School of Law and a Bachelor in Criminal Justice from the University of Delaware. She is also a Chartered Financial Consultant (ChFC®) and an active member of the local International Financial Planning Association chapter.
Caroline enjoys exotic travel and is especially passionate about scuba diving and traveling the world to explore our oceans.
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.