Merrill Lynch Private Wealth Advisor Heather Goodbody

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Heather Goodbody is a Private Wealth Advisor based in Pittsford, New York, affiliated with Merrill Lynch. She provides investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Heather specializes in wealth management and financial planning, helping individuals and families navigate their financial journeys. Her approach is centered on understanding her clients' unique circumstances to deliver personalized financial solutions.

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