PROFESSIONAL PROFILE
Jaime Goodman, CFM, CRPC
Senior Vice President
Senior Financial Advisor
Portfolio Investment Advisor
With over 23 years of experience in Wealth Management, Jaime is dedicated to working together with her clients in building investment strategies designed to meet expectations and achieve long-term goals. A graduate of the University of Pennsylvania, Jaime joined Merrill Lynch in 1992, where she has successfully guided clients through a variety of market conditions. Her successful management of client portfolios has earned her the opportunity to manage assets on a discretionary basis, enabling her to react quickly to today’s volatile markets by strategically adjusting holdings as market conditions change. Her number one priority as a portfolio manager is to help her clients balance risk so they can enjoy consistent returns while limiting exposure to the volatility that can make investing an anxious experience.
With the support of specialists, Jaime also offers life insurance analysis and funding, long-term care planning, estate planning solutions, commercial real estate financing, business financing, and liability solutions for business owners
When not in the office, Jaime serves as the President of her neighborhood association, she is a mentor for new financial advisors, and has worked as a coach for Merrill Lynch University.
Samantha Koch
Registered Client Associate
Samantha has been working as a Client Associate in Merrill Lynch’s Global Wealth Management Group since 2008. Sam works closely with me, my clients, and their advisors such as attorneys and accountants, to help deliver consistent and efficient support. Sam has extensive experience and knowledge of all products and services available on the Merrill Lynch platform. Some of her direct responsibilities include management of operational matters as well as relationship building/maintenance and problem resolution.
Sam holds an undergraduate degree in Finance from Iona College, is currently pursuing her MBA from Iona College, and maintains her Series 7 license.