PFM Bill Beattie

Bill Beattie, CFP®

Associate, Bethesda Metro Center

Bill Beattie, Bethesda Metro Center, assists clients by providing customized wealth management solutions at the New York City office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He is passionate about helping clients clarify their financial goals, and ensuring the appropriate financial planning and investment strategies are in place.

Bill began his career on the trading floor of the New York Stock Exchange. After several years on the equities trading side of the business, Bill joined AG Edwards as a Financial Advisor in 2003. Prior to joining Goldman Sachs, he was VP of Business Development with Eaton Vance, where he provided sophisticated investment solutions and planning services to clients.

Bill graduated from the University of Delaware with a Bachelor of Science degree in Business Administration with a concentration in Management. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

Outside the office, Bill spends time with his wife and two daughters, extended family and friends at the Jersey Shore.

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., member FINRA/SIPC. GS&Co. 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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