The Goodman Group
Merrill Lynch Wealth Management
One Bryant Park
Floor 48
New York NY 10036
(914) 682.5546
(914) 682.5546
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At The Goodman Group, our mission is to provide thoughtful, relationship‑based financial and retirement planning that empowers individuals and families to make confident, well‑informed financial decisions. As a multigenerational wealth management team in New York, we are committed to disciplined planning, proactive guidance, and personalized strategies that evolve with each client’s life, goals, and legacy.
At The Goodman Group, our mission is to provide thoughtful, relationship‑based financial and retirement planning that empowers individuals and families to make confident, well‑informed financial decisions. As a multigenerational wealth management team in New York, we are committed to disciplined planning, proactive guidance, and personalized strategies that evolve with each client’s life, goals, and legacy.
The Goodman Group
Welcome
| At The Goodman Group, we believe meaningful financial guidance begins with trust, communication, and long‑term perspective. We are a New York–based wealth management and financial planning team dedicated to helping individuals and families pursue their financial goals through disciplined planning and personalized guidance. As a multigenerational, family advisory team, we combine seasoned leadership with modern planning insight to deliver a collaborative client experience. Our team includes experienced financial advisors, retirement planners, and dedicated client support professionals working together to anticipate needs and provide thoughtful, proactive service. We take pride in understanding each client’s unique financial story. Whether planning for retirement, navigating complex life transitions, or building a long‑term financial strategy, our approach is designed to evolve alongside our clients—supporting informed decision‑making at every stage. Rooted in strong relationships and guided by family values, The Goodman Group remains committed to delivering customized financial planning, retirement guidance, and a consistently high level of service. Our goal is to help clients move forward with confidence today while planning thoughtfully for tomorrow. |
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Recognition
Jaime Goodman
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2022-2026
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Show More Recognitions
Forbes "Best-in-State Wealth Advisors", 2021-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2022-2026
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "America’s Top Women Wealth Advisors", 2020-2022
(Published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.)
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2020-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2025-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Goodman Group
Forbes "Best-in-State Wealth Management Teams", 2025-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome
The Goodman Group is a family-run wealth management team operating out of both White Plains and One Bryant Park in Manhattan.
The Goodman Group is led by Jaime Goodman, CRPC™, CDFA®, CPFA®, a Managing Director, Senior Financial Advisor with 34 years of experience at Merrill. Jaime is known for her deep commitment to holistic, goals‑based planning. She takes the time to understand each client's full financial picture—from long‑ and short‑term goals to risk tolerance and time horizon—and crafts personalized strategies designed to evolve alongside clients' lives.
In 2022, Jaime welcomed her two sons into the practice:
- Grant Goodman, CRPC™, Financial Advisor, serves as client relationship manager. Grant focuses on strengthening and deepening client relationships, ensuring proactive communication and a consistently positive experience for every household the team serves.
- Rick Goodman, CFP®, CRPC™, Financial Advisor, acts as the team's financial and retirement planner. Rick specializes in building financial plans and retirement strategies tailored to each client's unique circumstances. His planning‑centric approach provides clarity, structure, and actionable long‑term strategy.
Rounding out the team is:
- Miguel Perez‑Vivaldo, Registered Wealth Management Client Associate, who oversees administrative and operational support. His attention to detail ensures that clients receive seamless, accurate, and timely service at every stage of their financial journey.
Meet Our Team
Jaime Goodman,
CDFA®, CPFA®, CRPC™
Managing Director, Senior Financial Advisor
914.682.5546
914.682.5546
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.
Kevin Bautista
Wealth Management Banking Specialist
Merrill
Michael B Sullivan
Senior Wealth Management Lending Officer
NMLS #208521
Bank of America, N.A.
Conor O'Keefe
Alternative Investments Regional Specialist
Bank of America, N.A.
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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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
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.