As a CERTIFIED FINANCIAL PLANNER™ professional and financial advisor with Merrill, Gail Good adheres to a disciplined wealth management process that delivers a consistent yet customized wealth management experience. Whether you are looking for Wealth Accumulation, Wealth Preservation or Wealth Transfer, she can draw upon the breadth and depth of Merrill Lynch Wealth Management along with the banking resources of Bank of America to help you design a strategy consistent with your goals.
Before making any financial decisions, Gail takes a holistic approach considering your entire financial picture to help understand what you value most. She can help you establish objectives to create a financial strategy that align with your expectations. By conducting regular reviews, Gail helps ensure we track the progress of this dynamic and fluid plan with the ever changing circumstances of your life. Gail is focused on developing strategies that cover a wide range of opportunities, including investments, retirement planning, life insurance and long-term care planning and liquid cash management.
Gail has been in the financial services industry since 1995 and joined Merrill via Banc of America Investments in 2003. She earned her Master of Science degree in Personal Financial Planning from the College for Financial Planning, her Bachelor of Science degree in Business Administration, with a concentration in Finance, from California State University Sacramento and holds both the CERTIFIED FINANCIAL PLANNER™ certification, and the Chartered Retirement Planning CounselorTM professional designation. As an avid runner, Gail has run two marathons benefiting finding a cure with the Leukemia & Lymphoma Society and in her spare time enjoys traveling with her husband.
*Merrill Life Agency's California License Number 0522776
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
