For more than 35 years, Mr. Green has specialized in estate and financial planning for executives, professionals, and owners of closely-held businesses. He has spent much of his career training and mentoring financial planners. He has served in several capacities in the Pittsburgh and Western Pennsylvania Regional Office including Pension Coordinator, Regional Director of Investments and Director of Financial Planning.
Mr. Green received his Bachelor of Arts degree from Duquesne University and his Masters from the University of Pittsburgh. He has earned the Certified Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He is also a licensed Life, Accident, Health and Annuities agent and holds Series 7, 63 & 24 registrations. Mr. Green is a member of the Society of Financial Services Professionals and the Financial Planning Association.
Mr. Green and his wife Marilou live in Waxhaw, NC. He confesses to a passion for golf, and he and Marilou enjoy reading, travel and visiting their children and grandchildren in Charlotte and Chicago.