The Goodman Group
Merrill Lynch Wealth Management
360 Hamilton Avenue
Floor 08
White Plains NY 10601
(914) 682.5546
(914) 682.5546
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As a multigenerational, family team, we are committed to delivering thoughtful planning, proactive wealth management, and an exceptional client experience that empowers our clients to achieve lasting financial confidence and live the lives they envision.
As a multigenerational, family team, we are committed to delivering thoughtful planning, proactive wealth management, and an exceptional client experience that empowers our clients to achieve lasting financial confidence and live the lives they envision.
The Goodman Group
Welcome
| At The Goodman Group, we believe that great financial guidance comes from deep relationships, disciplined planning, and a commitment to serving families across generations. As a multigenerational advisory team, we bring together diverse perspectives, complementary strengths, and a shared dedication to helping our clients pursue meaningful financial goals with clarity and confidence. Led by Jaime Goodman, Managing Director Senior Financial Advisor, our team combines seasoned leadership with modern insight through Grant Goodman, Financial Advisor, comprehensive planning expertise from Rick Goodman, Financial Advisor, and exceptional operational support from Miguel Perez‑Vivaldo, Registered Wealth Management Client Associate. Together, we deliver a collaborative, full‑service advisory experience designed to anticipate needs and exceed expectations. We take pride in understanding each client’s unique story and tailoring strategies that evolve with their life, family, and aspirations. Whether navigating complex wealth decisions, planning for retirement, or building a long-term financial legacy, our mission is to provide thoughtful guidance, proactive communication, and a steadfast commitment to your success. Rooted in trust, driven by purpose, and united by family values, The Goodman Group is devoted to empowering clients to make confident financial decisions and live the life they envision—with clarity today and confidence for tomorrow. |
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Recognition
Jaime Goodman
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2022-2024
(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", 2021-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2022-2024
(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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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.