Michael Carbone joined Merrill in 2024 with a background in financial technology and real estate. As a member of the Goodman Group, Michael brings a passion for innovative solutions and a commitment to helping clients achieve their financial goals.The Goodman Group places the investor directly at the center of their wealth management approach. They work to guide clients through complex financial decisions and challenges. The process begins with a deep, thought-provoking conversation, laying a foundation to understand each client's risk tolerance, time horizon, liquidity needs, priorities, and unique financial concerns. From there, a customized strategy is crafted, leveraging insights from Merrill and access to the banking capabilities of Bank of America. As needs and market conditions evolve, Michael and Greg are there to have detailed discussions and make adjustments as needed.Whether clients are looking to plan for retirement, small business opportunities, or plan for long-term family wealth, Mike and Greg provide personalized plans for each of their clients' goals.Born and raised in the tri-state area, Michael is a graduate of the University of Scranton. He resides with his wife in Essex County, where you can find him out and about in the community, attempting to lower his handicap and enjoying time with his family.
At the Goodman Group, we believe that true wealth goes beyond numbers; it encompasses security , purpose, and the ability to pursue your dreams. Our commitment is to foster lasting relationships built on trust and transparency; helping you navigate the complexities of financial life with confidence and clarity. Together, we'll craft a roadmap to your financial future aligning your values and aspirations with a parallel investment management strategy.
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.
