Beth Green

Background

About Beth Green

I am an experienced Senior Vice President with a demonstrated history in the financial services industry. My focus is on helping women and business owners. With my recent CFP designation, I have become passionate about Financial Planning and laying a concrete foundation from which to build. Many of my clients have only scratched the surface of adequate Estate Planning; both personally and with their Business Succession Planning. I aim to change that for them and others I meet. I have experience in Commercial Lending, Private Banking, Investment Management, and Corporate Development. I am a confident, mature professional with a Master of Business Administration (MBA) focused on Business, Management, Marketing, and Related Support Services from Georgia State University - J. Mack Robinson College of Business. In addition to my securities licenses and CFP, I offer a holistic approach to each relationship I engage in. Please consider reaching out to discuss your individual needs and allow me the opportunity to not only get to know you but to help build your concrete foundation.