Robert Goodall

Go-getter
DISC Type : d

Senior Vice President - Senior Wealth Advisor at Wilmington Trust

Boston, Massachusetts, United States

Overview

Robert Goodall is a Senior Vice President and Senior Wealth Advisor at Wilmington Trust, specializing in comprehensive wealth management for high-net-worth clients in the Boston region. His expertise is backed by an MBA from Suffolk University and FINRA Series 7 and 63 licenses, focusing on advisory lending and strategic financial planning.


He was named a Summit Club Winner in both 2013 and 2014, recognizing him as one of the top-producing bankers at his firm.

Personality Overview

Self-Confident

Challenger

Fast-Paced

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Wealth Management
His career is dedicated to providing comprehensive wealth management, investment strategies, and trust services to high-net-worth individuals, families, and entrepreneurs.
Advisory Lending
He has extensive experience in providing advisory lending and custom credit solutions, including specialized asset-backed facilities for clients.
Economic Trends
Shares analyses from his firm's chief economist regarding the impact of tariffs, wage growth, and the broader economic landscape on consumers and domestic companies.

Media Appearances

Wilmington Trust Expands Boston's Wealth Management Team. Featured in Wilmington Trust News

See Now

Work History

1-2024
Senior Vice President - Senior Wealth Advisor at Wilmington Trust
7-2021 - 2-2024
Senior Vice President - Senior Private Banker at Wilmington Trust
2-2020 - 7-2021
Vice President-Sr. Wealth Lending Advisor at TD Bank Private Client
2-2019 - 2-2020
Managing Director at AlyxHealth
9-2010 - 6-2018
First Vice President: Private Bank at Morgan Stanley

Education

2010 - 2012
Master of Business Administration (MBA) from Suffolk University-Sawyer School of Management
1995 - 2000
Bachelor of Science from Boston University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Senior Vice President - Senior Wealth Advisor at Wilmington Trust
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly
  • Highlight the competitive differentiation of your product

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Robert

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Robert take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Robert

Personality Compatibility


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