Greg Goodman
,

Senior Vice President, Wealth Management Advisor
NMLS #579701

115 West Century Rd
Paramus, NJ 07652
201.967.3774
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Greg Goodman focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. He provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. Greg is driven by his passion for delivering excellent service and helping clients pursue their goals.

Greg has been with Merrill Lynch Wealth Management since 2003, and holds the CERTIFIED FINANCIAL PLANNER certification, which was awarded by the Certified Financial Planner Board of Standards, Inc.  He is also a holder of the Certified Investment Management Analyst® and Chartered Retirement Planning CounselorSM designations, and is a member of the Investments & Wealth Institute (The Institute).  He is a graduate of Carnegie Mellon University, and currently resides in Franklin Lakes, NJ with his wife & children.

Recognition
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
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About Me
Welcome

Life has a way of throwing curveballs at you. Planning for the financial impact of life events, such as an unforeseen medical emergency, the death of a loved one, a career transition, or divorce, takes foresight and preparation. Today, more than ever, your wealth demands constant attention and meticulous preparation to plan for the unexpected.

With more than 20 years of experience in the financial services industry, I can help you design innovative strategies to help you prepare for what's next. Dedicated to advanced thinking and higher learning, I hold several professional designations that help me stay abreast of new ideas, innovative approaches, and important trends.

Meet Our Professional Staff
Anita Ramani
Officer, Registered Senior Wealth Management Client Associate
201.967.3749
Thomas A. McCullum
Registered Wealth Management Client Associate
201.967.4826
Jeannell Carpio
Wealth Management Client Associate
201.967.4824
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael K Costo
Retirement Specialist
Bank of America, N.A.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Julissa Y Aguero
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #644449
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Gregory Goodman is registered to do business in AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, ME, MO, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT.
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.