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.
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.
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.
