Base Management
46yrs
Top advisor by experience in Towson
31yrs
Bruce Goodwin has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Towson, Maryland. After three years at Banc of America Investment Services and five years at Wells Fargo Advisors, Bruce joined Merrill in 2009, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 310 advisors with offices in Towson, and one of 277 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience at Merrill
Office901 Dulaney Valley Rd, Towson, MD 21204
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMerrillCurrent firm
- 2006 – 2009Banc of America Investment Services, Inc.Previously
- 2002 – 2006Wells Fargo Clearing Services, LLCPreviously
Contact Bruce
Local office(410) 321-4300Ask for Bruce. (800) 637-7455Main office · New York, NY 901 Dulaney Valley RdTowson, MD 21204Office · Get directions
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Questions to ask Bruce
Tailored to Bruce’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bruce
How do I contact Bruce?
Call Bruce’s local office at (410) 321-4300 or the Merrill main office at (800) 637-7455, and ask for Bruce Goodwin.
How long has Bruce been a financial advisor?
Bruce has been in the industry since 1995, about 31 years. Top 14% by experience at Merrill.
What licenses does Bruce hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bruce a fiduciary?
Bruce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bruce paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bruce for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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