Shelli S. Green, CRPC^™
Senior Vice President
Senior Financial Advisor
Senior Portfolio Advisor

Shelli has been with Merrill Lynch Wealth Management since 2001. Her focus is on developing goals based strategies for retirees and their families as well as assisting clients in pursuing their short and long term financial goals.

As a financial advisor, Shelli and her team are committed to providing clients with the highest level of personal service, attention to detail and follow-up. Their advice and guidance go beyond stocks and bonds. The Green and Associates Team uses a Goals Based Wealth Management approach which involves looking at clients' experience with wealth, as well as their situations and aspirations in order to develop financial strategies that help clients achieve personally meaningful outcomes. Over the long term, this process is crucial in helping clients stay on track toward meeting their goals. At the heart of her philosophy is a passion to build enduring relationships with individuals and families that will last for generations.

Shelli holds the Chartered Retirement Planning Counselor^™, CRPC^™ designation. She is also a Senior Portfolio Advisor, a Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.

After graduating from The University of Florida with a focus on Finance and Economics, Shelli settled in Charlotte County.
Please feel free to contact Shelli to discuss your financial goals today.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.