Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Shelli S. Green, CRPC®
First Vice President
Senior Financial Advisor
Senior Portfolio Advisor
Shelli has been with Merrill Lynch/Bank of America 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.
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 listening to an individual's preferences and goals, then based on that information, developing financial strategies to 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 is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Shelli is a graduate of the University of Florida with a Bachelors degree in Business Administration with a Major in Finance and Economics. Shelli has also obtained a Chartered Retirement Planning Counselor designation from the College for Financial Planning®.
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.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #277225
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.