Goodbody & Associates is a Private Wealth Management Team at Merrill. Located in Pittsford, New York, we exclusively work with ultra-high-net-worth clients, providing the insights and acumen required to address the complexities of significant wealth.
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.
Wealth Strategist
Merrill
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 - 2022.
InvestmentNews Women to Watch 2019
Working Mother/SHOOK Research’s Top Wealth Advisor Moms in 2017 - 2021.
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
We recognize that significant wealth is different in its scale, opportunities, and challenges. We have hands on experience navigating the crossroads of wealth, helping clients make informed decisions about near term objectives and long term aspirations. We work with corporate executives, entrepreneurs, affluent families, family offices, endowments and foundations.
The hallmark of our approach is a highly tailored strategy. We begin our engagements by discerning the concerns and priorities of each client. We then devise integrated initiatives specially created to reflect a client’s distinctive circumstances. We look to channel the extensive investment and wealth management capabilities of Merrill Lynch Wealth Management and the banking resources of Bank of America bringing these offerings to clients in a manner that is relevant and concise. Throughout the relationship we foster a boutique atmosphere that prioritizes personal attention and unwavering service.
When clients engage our team they not only enlist our own efforts, but those of a wider network of dedicated specialists. We spearhead integrated action across multiple disciplines of wealth. Our approach is marked by creativity and innovation.
Our team is skilled in the following areas:
Alternative investments
Concentrated and restricted stock management
Trust and estate planning services
Credit and banking through Bank of America, N.A.
Operational assistance
Philanthropy
We invite individuals, families and institutions with sophisticated needs to discuss their goals relative to our capabilities in more detail.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
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