Eric Goodman
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Great Neck, NY 11021
Credentials
Series 63, Series 65
Industry experience
26 years
Eric Goodman is a Financial Advisor and Vice President with Merrill Lynch Wealth Management, offering over 20 years of experience in the financial services industry. He specializes in creating customized strategies to assist clients in building wealth, managing portfolios, and planning for the future. Eric utilizes the Personal Wealth Analysis (PWA) tool to develop individualized plans that align with his clients’ unique priorities and financial goals. His expertise spans areas including divorce transition planning, family wealth management, retirement, liquidity management, and small business strategies, serving both individual and commercial clients.
Eric holds a Bachelor's Degree from the University of Maryland and a Master of Business Administration (MBA) from the University of Phoenix. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to clear and comprehensive guidance, Eric focuses on helping clients navigate life’s important financial transitions with personalized service and long-term relationship building.
Beyond his professional role, Eric is engaged in community involvement with organizations such as Island Harvest and Light The Night. His personal interests include cooking, golfing, music, skiing, soccer, spending time with family, traveling, and watching movies. Eric's philosophy centers on providing stress-free retirement planning by preparing clients thoughtfully for critical financial milestones.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
805 Northern Blvd
Great Neck, NY 11021
New York
Bank Of America, N.A.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
Valley National Bank
2022 - 2023 (1 year)
Valley Financial Management, Inc.
2022 - 2023 (1 year)
Bank Leumi USA
2019 - 2022 (3 years)
Leumi Investment Services Inc.
2019 - 2022 (3 years)
Citigroup Global Markets
2007 - 2019 (12 years)
Citicorp Investment Services
2001 - 2019 (18 years)
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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