Aaron Goldman

Senior Vice President – Investments

About

Our mission is to provide our clients with a trusted partner to help them not only achieve their goals but to create new goals along the way. We strive to accomplish this while providing the world class service and support our clients deserve.

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Meet Our Team

Aaron Goldman

Senior Vice President - Investments

Phone: 817.542.4619
Email: aaron.goldman@wellsfargo.com
Aaron and his wife Kelsey have 4 children - 3 boys and 1 girl. Aaron enjoys working with his clients as well as golf and being outdoors. In his spare time, he likes to hike, visit national parks and spend time at their land in Oklahoma. Most recently Aaron worked for JP Morgan as a Market Director of Wealth, prior to that a Private Client Advisor. Aaron attended Texas A&M Commerce and has worked at Fidelity as well as TD Ameritrade.

Amy Coxen

Registered Client Associate

Phone: 972.473.5974
Email: amy.coxen@wellsfargo.com
Amy joined Wells Fargo Bank in 2013 and after 8 years in the branch transitioned to Wells Fargo Advisors as a Registered Client Associate. With a history in relationship management, Amy is passionate about helping people and especially enjoys the puzzle-solving nature of her role.

Outside of work, Amy enjoys training Brazilian Jiu Jitsu, supporting disabled combat veterans through her favorite non-profit, and is always planning her next mountain vacation.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, FL, MN, NY, TN, TX). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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