The Goodwin Group
185 Asylum Street
Hartford, CT 06103
800.998.9837
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The Goodwin Group manages wealth for executives, business owners, affluent families and institutions. We have over a century of collective experience and our greatest satisfaction has come from our clients’ financial success and the long term relationships we have built together. We begin our process by developing a broad understanding of our clients’ objectives, implement a customized strategy dictated by asset allocation models and meet regularly to review and track our clients’ progress.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Meet Our Team
David Goodwin,

AAMS™, CPFA®

Managing Director, Senior Financial Advisor
860.728.3622
Brendan Perkins,

CRPC™

Vice President, Senior Wealth Planner
860.728.3663
Richard T Goodwin,

CIMA®

Managing Director, Senior Consultant
203.204.0705
Maria G Botelho
Officer, Wealth Management Client Associate
860.728.3626
Tina Nichols
Wealth Management Client Associate
860.728.3634
Lusine Movsisyan
Officer, Registered Wealth Management Client Associate
860.728.3651
About Merrill

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.

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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.