Robert Goodall in

Robert Goodall

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Senior Vice President - Senior Wealth Advisor at Wilmington Trust
📍 Boston, Massachusetts, United States

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.

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Experience
23 Years
Current Role
Senior Vice President - Senior Wealth Advisor
Job Level
Leadership
Location
Boston, Massachusetts, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Robert cares 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.
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Career

Work history

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

Media appearances

Wilmington Trust Expands Boston's Wealth Management Team. Featured in Wilmington Trust News
See now
Education
2010 - 2012
Master of Business Administration (MBA)
Suffolk University-Sawyer School of Management
1995 - 2000
Bachelor of Science
Boston University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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