Debra Inez Doe

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 11/2018
  Navy Federal Credit Union
  San Diego, CA
• 11/2018 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Temecula, CA
• 12/2018 → 11/2019
  Bank Of America, N.A.
  Temecula, CA
• 11/2019 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Irvine, CA
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Irvine, CA

Previous Registrations

• 2019-03-11 → 2019-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Temecula, CA
  New York, NY

Other Businesses

(1) Owner of Precious Metals Recycling, a recycling company. Activity will take place from Temecula, CA. Organization is not primarily engaged in investment-related activity. Start Date: January 1, 2022. Three hours per month. Duties include general management of the organization. (2) Sales member of Mary Kay Inc., a cosmetics company. Activity will take place from Temecula, CA. Organization is not primarily engaged in investment-related activity. Start Date: January 31, 2022. One hour per month. Duties include being a sales member, mainly for the personal purchase of the organization's products, but the registered representative also has the ability to sell products.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-09
• S63 Uniform Securities Agent State Law Examination
  2014-04-04

Other Names

• Debra Inez Doe-Gonzalez
• Debra Inez Doe
• Debra I. Doe-Gonzalez
• Debra I Doe
• Debra Doe Gonzalez
• Debra Inez Doe Gonzalez