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Gregory G Goodman

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Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Gregory G Goodman

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

Profile

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.

  • EDUCATION

    Carnegie Mellon University

  • AWARDS

    Forbes "Best-in-State Next Generation Wealth Advisors"

Professional Staff

Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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.

Tricia Kropp

Tricia Kropp

Trust Specialist

Bank of America, N.A.

Julissa Y Aguero

Julissa Y Aguero

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #644449

Michael K Costo

Michael K Costo

Retirement Specialist

Merrill Lynch

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

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 16 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.

Philosophy

A sound wealth management strategy begins with your vision of the future. My approach helps you focus on your values and goals, to build wealth with purpose and intention. By listening to and working closely with you, I can take an aerial view of the various components of your financial life, and help you coordinate them so they can work together efficiently and effectively.

If you're looking for an experienced wealth manager to help you plan for ‘what's next' through professional advice, sound risk management, quality investment products, and personal, efficient service, then we should have a discussion.

Approach

Wealth Management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you and your family. My job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your wealth management approach if and when necessary over time.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Focus On Individuals, Families, and Small Businesses

I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.