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Senior Financial AdvisorVice President1152 15TH STREET NW
John Green joined Merrill Lynch in 2006. He graduated from North Carolina State University with a B.S. in Accounting with a concentration in Finance. Mr. Green develops investment strategies designed to help clients in all stages of wealth. An area of focus for John is developing financial strategies and wealth planning services for his clients in areas such as retirement, estate and wealth transfer, and assisting business owners in liquidity events. To ensure this, he works with his client’s Corporate Attorneys, Estate Attorneys and CPAs.He and his wife, Meredith, have 2 children. John is a Co-Chair for the Junior Council, which raises awareness and money for Children’s National Medical Center in Washington, DC. He is also actively involved with his high school, St. Mary’s Ryken in Leonardtown, MD.
John Green is registered to do business in : CA, CT, DC, DE, FL, IL, MA, MD, NC, NJ, NY, OH, PA, TX, VA, WV
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