MERRILL . A BANK OF AMERICA COMPANY Now more than ever, personalized advice matters Congratulations to Richard Goodwin for being named to the Forbes "Best-in-State Wealth Advisors" 2021 list. We can provide customized, comprehensive advice and guidance to help you stay on track to pursue your goals. When the world changes, we're here to help. Let's work through this together. The Goodwin Esposito Group Richard Goodwin, CIMA Senior Vice President Wealth Management Advisor 203.204.0705 richard_goodwin@ml.com Merrill Lynch Wealth Management 350 Goose Lane 303C Guilford, CT 06437 fa.ml.com/goodwin-esposito-group Source: The Forbes "Best-in-State Wealth Advisors" list, February 11, 2021. Data provided by SHOOK" Research, LLC Data as of june 30, 2020. The Forbes "Best-in-State Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person and telephone due digence meetings to evaluate each advisor qualitatively a major component of a ranking aigorithm that indudes: dient retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms, Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, Lu and not indicative of future performance or representative of any one dient's experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client wil experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisot Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC Al rights reserved Merril lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Meril") makes available certain investment products sponsored, managed, distributed or provided by companies that are affilates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer registered investment adviser Member SIPC and a wholl owned subsidiary of BofA Corp. Investment products Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value The Bull Symbol is a registered trademark of Bank of America Corporation OMA is a registered service mark of the Investment Management Consultants Association dba Investments & Wealth Institute O 2021 Bank of Armerica Corporation. All rights reserved MAP3478264 | AD-03-21-01521472538PM-0420|03/2021 MERRILL . A BANK OF AMERICA COMPANY Now more than ever, personalized advice matters Congratulations to Richard Goodwin for being named to the Forbes "Best-in-State Wealth Advisors" 2021 list. We can provide customized, comprehensive advice and guidance to help you stay on track to pursue your goals. When the world changes, we're here to help. Let's work through this together. The Goodwin Esposito Group Richard Goodwin, CIMA Senior Vice President Wealth Management Advisor 203.204.0705 richard_goodwin@ml.com Merrill Lynch Wealth Management 350 Goose Lane 303C Guilford, CT 06437 fa.ml.com/goodwin-esposito-group Source: The Forbes "Best-in-State Wealth Advisors" list, February 11, 2021. Data provided by SHOOK" Research, LLC Data as of june 30, 2020. The Forbes "Best-in-State Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person and telephone due digence meetings to evaluate each advisor qualitatively a major component of a ranking aigorithm that indudes: dient retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms, Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, Lu and not indicative of future performance or representative of any one dient's experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client wil experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisot Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC Al rights reserved Merril lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Meril") makes available certain investment products sponsored, managed, distributed or provided by companies that are affilates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer registered investment adviser Member SIPC and a wholl owned subsidiary of BofA Corp. Investment products Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value The Bull Symbol is a registered trademark of Bank of America Corporation OMA is a registered service mark of the Investment Management Consultants Association dba Investments & Wealth Institute O 2021 Bank of Armerica Corporation. All rights reserved MAP3478264 | AD-03-21-01521472538PM-0420|03/2021