Broker Check
Bill Green, CFP®*

Bill Green, CFP®*


Bill Green joined our team in December of 2023 as aParaplanner with nearly 20 years of experience in financial planning. As a Certified Financial Planner™, he assists our financial advisors with providing a comprehensive approach to financial planning that spans across households, consistently aiming for a common objective – instilling confidence, fostering clarity, and promoting financial independence for clients.

Originally from Cincinnati, Bill earned his Business Administration degree from The Ohio State University. His professional journey began as a global sales manager for an engineering firm in Delaware, Ohio, where he dedicated the initial decade of his career. Wanting to reduce his travel and establish roots, Bill became an advisor with Edward Jones, starting down the path of helping people plan for their financial future. Following Edward Jones, he worked with JPMorgan Chase in San Diego, CA.

Recently, Bill returned home to be closer to his family, accompanied by his fiancé, Katrina, and son, Preston. Outside the business realm, Bill identifies as an avid cook, a devoted fan of the Bengals and Reds, and an enthusiastic regular at the local gym.