Charles Green
Passionate about helping people make smart decisions about their money and achieve their financial goals. As a CFP® professional and Financial Advisor, I partner with my clients to identify what is important to them and create holistic plans that enhance every part of their financial lives. Whether preparing for retirement, building wealth, preserving asset value, or planning for the future and leaving a legacy. my focus is on building trusted relationships and providing guidance that helps clients feel confident with their decisions every step of the way.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
