Stephen Greene
Wealth Manager at First Republic Private Wealth Management
Based in Boston, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Boston
Industry
Financial Services
Company size
114
Contact information
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s•••••••@firstrepublic.com
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Background
About Stephen Greene
I am a proud member of Mohamed-Merola Wealth Management at First Republic Private Wealth Management. Working as a Wealth Manager, I help our clients answer the great questions of their financial lives. I focus a lot of my attention on cash flow optimization strategies, wealth transfer, wealth preservation and charitable giving. Before joining Merrill Lynch Wealth Management, I was with UBS dating back to 2012. Since then, I have enjoyed working with and getting to know a relatively small client base where I can have a large impact. In 2022 I moved to Braintree Massachusetts where I currently reside with my wife Julie and two young sons. And, although I live 30 minutes from Gillette Stadium, I have a passion for the Buffalo Bills - a connection that was passed down to me from my father.*CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.
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