Jaime Goodman

Background

About Jaime Goodman

With over 30 years of experience in wealth management, Jaime is dedicated to working with clients in building wealth strategies designed to meet expectations and achieve long term goals. A graduate of University of Pennsylvania, Jaime joined Merrill in 1992, where she has successfully guided clients through a variety of market conditions. Jaime has been developing tailored tax-sensitive investment guidance for high net worth individuals and their family members from generation to generation. Beyond her extensive knowledge of the markets, she strives to help her clients to achieve financial well-being while growing and preserving their wealth based on their unique parameters, specifically in the areas of investment and asset management, home financing through Bank of America, N.A, retirement planning, life insurance, long term healthcare, educational planning, estate planning services, and liability strategies for business owners. Through her experience serving the needs of private wealth management clients, Jaime believes that educating clients and their children is vital in order for them to fully understand their investment approach. In addition, she continually provides seminars to educate women on becoming financially independent, as well as, addressing the needs of pre/post divorce women as a Certified Divorce Financial Analyst professional.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.NMLS # 578629