UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
8yrs
Patrick McDonald
Full name on record: Patrick E McDonald
Financial advisor at Goldman Sachs Wealth Services
Based in Dallas, Texas, Patrick McDonald is a fiduciary financial advisor with 8 years of industry experience. Patrick joined Goldman Sachs Wealth Services in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and subscription fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 59% of advisors at Goldman Sachs Wealth Services
Office2001 Ross Avenue Suite 2800, Dallas, TX 75201
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$215,149
Advisors at the firm1,137
States licensed ?1 state
Services through Goldman Sachs Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowGoldman Sachs Wealth Services, L.P.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Goldman Sachs Wealth Services at 518-886-4000 and ask for Patrick McDonald. Patrick works from the Dallas, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 8 years. More experience than 59% of advisors at Goldman Sachs Wealth Services.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Goldman Sachs Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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