LOWER MERION – Merrill Lynch Wealth Management Financial Advisor Pamela Goodman named to the 2022 Forbes “America’s Top Women Wealth Advisors” list.
Pamela Goodman, Merrill Lynch Wealth Management financial advisor, was named to the 2022 Forbes “America’s Top Women Wealth Advisors” list. This listing is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management by the financial advisors.
Goodman was also named to the 2019, 2020, and 2021 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” and the 2020 Forbes “America’s Top Women Wealth Advisors” lists.
She is a Senior Vice President and Senior Financial Advisor with the high net worth advisory team Nottingham, Walsh, Goodman & Associates. Pam joined Merrill Lynch Wealth Management more than 30 years ago and has extensive experience in the financial service and wealth management industry.
She also has experience helping clients with access to commercial banking and financing strategies from Bank of America, managing concentrated stock positions or dealing with the challenges of important transition events like retirement, inheritance or the sale of a business. In addition, she works with clients’ attorneys, accountants and other advisors on issues such as estate needs.
Goodman completed certificate programs at Harvard Business School and Cornell University in 2021. She earned her MBA in International Finance and Marketing from Temple University and her undergraduate degree from Muhlenberg College having studied global finance at City University of London and the European School of Business.
She and her family are passionately involved with numerous community activities including Lower Merion Little League and the Challenger Baseball-Basketball Programs. She is an active member of several corporate organizations such as the Women’s Exchange & Merrill Lynch Mentor Program. In addition, she is on the Diversity & Inclusion and Leadership Committees of the National Women’s Exchange at Merrill Lynch Wealth Management.
