Ms. Green combines the financial savvy of two decades’ experience with an energetic and deeply personal engagement in her clients’ lives and businesses. The resulting advice extends naturally from the elements that serve to establish wealth, such as commercial lending and banking, to those that preserve and enhance it, including cash flow and investment planning, investment management, personal banking and lending, and wealth transfer planning.

She began her career with HSBC, serving high net worth clients and overseeing the bank’s expansion into Washington, D.C. While there, she was invited to join the firm’s Global Corporate and Investment Banking division, working with the bank’s international clientele. Ms. Green later joined Bank of America, where she was a senior premier client manager and eventually joined the firm’s U.S. Trust unit. There she developed a growing practice of ultra-high-net-worth entrepreneurs and families, several of whom she led through the wealth planning process ahead of their firms’ initial public offerings. After eight years she was recruited to Wells Fargo Advisors in New York City, and in 2017 made the decision to come to Fieldpoint Private Securities, LLC.

Check the background of this investment professional on FINRA’s BrokerCheck.