Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Ross Goldstein earned his MBA from Columbia Business School in finance and his BA from the University of Michigan, where he studied history. Before joining Merrill Lynch Wealth Management, he was the Director of Finance at an entertainment company and a Senior Financial Analyst at a healthcare organization.
Ross’ life-long passion is investing and he has been a successful investor for over 25 years. He studied at one of the top business schools in the world, where he learned about the global markets and investments. Ross also worked in corporate finance where he learned first-hand about the inner workings of corporations and gained an insider’s ability to analyze the companies in which he invests. This, along with his deep knowledge of financial history, has provided him with a rare and profound understanding of the markets, which is essential to successful investing.
Ross helps his clients invest in ways that can offer the potential for higher returns, reduce the volatility of their portfolios, and diversify their assets, thereby preserving their wealth. He delivers personalized portfolio management and financial services tailored specifically to his clients’ goals such as increasing financial wealth, transferring wealth to the next generation, funding children’s educations, and maintaining lifestyle in retirement. This helps his clients achieve lasting wealth and financial confidence.
Ross lives on the Upper East Side of Manhattan with his wife and daughter. His passions include reading books on history, playing piano, visiting museums, and travelling.
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.
Columbia Business School
University of Michigan
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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.
Wealth Management Lending Officer
Bank of America, N.A.
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.
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.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will help you sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.