Jack Goodbody
Adp Fsa at Merrill Lynch
Based in New York, United States
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Seniority
Staff
Department
Human Resources
Location
New York
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
Phone
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Background
About Jack Goodbody
As an incoming Financial Solutions Advisor in Bank of America Merrill Lynch’s Advisor Development Program, I am excited to continue building a career rooted in trust, financial education, and long-term client relationships. My background blends experience in wealth management, tax strategy, and personal investing. Whether I was delivering market updates at Merrill Private Wealth, identifying energy-efficient tax incentives at Eide Bailly, or actively managing my own portfolio, one theme has stayed consistent; I love helping people make informed financial decisions. I am driven by relationships, results, and real conversations. I take pride in simplifying complex financial strategies and guiding individuals through important life decisions; retirement planning, investment strategies, wealth transfer, and more. Let’s connect.
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