The Green-Millman Group
The Green-Millman Group has long served a highly accomplished clientele that’s created its own wealth. The team brings its highly disciplined approach and exemplary measure of service to well-known attorneys and financial professionals, successful business owners and other affluent individuals.
“We are committed to providing uncommon effort,” Brad Green points out. “Going the extra mile for clients and being fully accessible are at the foundation of our standard of care. In order to deepen our focus and broaden our offerings, we limit the number of households we serve.”
To allow clients to move comfortably from Point A to Point B, team members help clients explore the purpose of their wealth. Clients are encouraged to ask questions – about any financial decision, such as funding a child’s education, assisting an elderly parent or, whether a considered purchase is simply too extravagant. Tailored investment management strategies are formulated and reviewed to help each client “live the one life they have, the best way they can” – without undue financial sacrifice or overexposure to risk.
On behalf of clients who’ve been with the team through numerous recessions and market corrections, Brad and Scott are proud to be straightforward – often having “tough conversations” with clients that lead to strategic decisions, rather than emotional ones.
The Green-Millman Group aims to remain present in clients’ lives and be viewed as their most trusted advisor. Having been educated in the SUPERNOVA curriculum, the team believes in the power of frequent and friendly discussions with clients – talking once a month, having four quarterly reviews, and two face-to-face meetings each year.
“We serve motivated and busy individuals,” Scott Millman explains. “Without the time to manage their investments or a ‘stomach’ for risk, many fear losing assets they’ve worked passionately to accumulate. For more than 15 years, Brad and I have worked together to help manage the evolution and stability of clients’ wealth. We provide the sophistication and attention that we would want from a financial advisor.”
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
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.
