Greg Goodrich is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Greg works closely with individuals and families to help them manage, leverage, protect and shelter their wealth tax efficiently while also reflecting and honoring their values.
By identifying a client's primary goals, needs, hopes and dreams, Greg and his Private Bank team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies and customized wealth plans. Additionally, he is able to leverage internal partners to deliver the full capabilities of the Bank of America enterprise to his clients.
Throughout his career, Greg has demonstrated a passion for delivering exceptional client service, building lasting relationships, and providing personalized solutions to his clients. With more than 22 years of experience in the financial service industry, Greg has honed broad-based knowledge on topics such as investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Greg obtained a bachelor’s degree in business management from California State University at Long Beach, and a law degree from Chapman University. As a community volunteer, Greg serves on the board of Irvine Children’s Fund and as Chairman of the Chapman University Legacy Committee. His education, coupled with his experience working with charitable organizations, makes him specially equipped to understand the complex financial needs of high-net-worth clients. As a result, he is able to thoughtfully provide his clients with tailored wealth planning solutions for both the short- and long-term.
An Orange County native, Greg resides in Irvine, California. He is an active father to his two, teenage sons. Greg enjoys paddle boarding, hiking, and watching his boys compete in soccer, football, and track at Woodbridge High School.
AWMA™, CDFA®, CFA®, CFP®
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.