Justin Green
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Justin Green is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial industry. He specializes in providing personalized wealth management strategies that address various client needs, including retirement planning, tax minimization, estate planning services, education planning, and family wealth management strategies. Justin works closely with clients to develop financial strategies aligned with their long-term goals and offers access to investment insights from Merrill as well as banking and lending solutions from Bank of America.
Justin graduated from San Francisco State University with a Bachelor of Science degree in Business Administration, majoring in Finance and Banking. He holds the Personal Investment Advisor (PIA) designation and is committed to building enduring relationships with individuals, families, and small businesses through a disciplined and customized wealth management process.
Based in San Ramon, California, Justin lives with his wife and two children. He is involved in community volunteering and enjoys a variety of sports and outdoor activities such as baseball, hiking, swimming, and traveling.
Based on Merrill
4900 Hopyard Rd
Pleasanton, CA 94588
California · Texas
Bank of America, N.A.
2011 - Present (15 years)
Merrill
2009 - Present (17 years)
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