Jeffrey A. Green

Jeffrey A. Green

Wealth Manager/Partner

Jeff is a native born Floridian from the beaches of South Florida. Jeff has seen Florida blossom into a retirement haven for many individuals as well as business professionals. Among these retirees lies a common interest in preserving family wealth for remaining heirs or charitable organizations. After graduating from Florida State University with a degree in Finance, Jeff decided to concentrate on estate planning and retirement strategies here in Central Florida. As part of his practice, he has dedicated himself to helping public and private service individuals find creative strategies for managing and preserving their assets. Having a close relationship with his family has enabled him to understand the importance of conserving a lifetime of hard work. Focusing on tax strategies for qualified plans, lump sum distributions, and deferred compensation for firefighters, police officers, and state employees, Jeff has participated in numerous sponsored speaking engagements throughout the state of Florida. Among the topics he has instructed include DROP, IRA Distribution Techniques, FRS Lump Sum Distributions, Estate Conservation, Long-Term Care Planning, and Business Succession Planning. Married to his college sweetheart, he and his wife enjoy the outdoors with their two children.

Licensed in Florida:

  • Life, Health, and Annuities

Securities Registrations:

  • General Securities Representative - Series 7
  • Investment Company and Variable Contracts Products Representative- Series 6
  • Investment Advisor Representative- Series 66

Meet Jeffrey Green - Wealth Manager/Partner