Jamie Goldgrub
Assistant Vice President, Senior Financial Advisor
75 Rockefeller Plz
New York, NY 10019
212.415.7334
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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

Jamie Goldgrub and his team of investment industry professionals bring you their financial knowledge and the global investment capabilities of Merrill.  Having a Merrill advisor means you can expect one-on-one collaboration with a personalized wealth plan plus access to banking solutions from Bank of America. With 11 years in the financial services industry, Jamie Goldgrub joined Merrill in 2019. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Jamie Goldgrub can help corporate executives integrate their corporate benefits into a long-term financial approach.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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.
Rich Samaroo
Wealth Management Banking Specialist
Merrill
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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Jamie Goldgrub is registered to do business in AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, VT, WA, WI.