Tricia Goodwin

Background

About Tricia Goodwin

Tricia Goodwin is a CERTIFIED FINANCIAL PLANNER™, dedicated, and experienced Financial Advisor working in financial services since 1998. Tricia works with each of her High Net Worth clients to help develop a personalized strategic plan. Building lifetime relationships, addressing each client’s needs and helping meet and understand each client’s goals are foremost in her mind. With years of experience, Tricia focuses on investment management, retirement and estate planning strategies, succession planning and strategic philanthropy. Tricia strives to have a constant pulse on the market and helps provide clients with pertinent information and timely analysis. She helps individuals and not-for-profits design and implement strategies to help meet their goals and manage their risk. Prior to joining Morgan Stanley, Tricia was an Investment Associate at UBS Financial Services and worked in private wealth management at Goldman Sachs. Tricia holds a BS in Finance from Drexel University, and is a Registered Representative with FINRA and the SEC holding her Series 7, 66 and 63 registrations along with a Life and Accident/Health Insurance license. Currently, Tricia is on the Board of Directors of The Endless Mountain Music Festival. She lives in Middle Village, NY with her husband and daughter and enjoys traveling with her family.