John Green joined Merrill Lynch in 2006. He graduated from North Carolina State University with a B.S. in Accounting with a concentration in Finance.
Mr. Green develops investment strategies designed to help clients in all stages of wealth. He specializes in financial and strategic planning services for his clients in areas such as retirement, estate and wealth transfer, and assisting business owners in liquidity events. To ensure this, he works with his client’s Corporate Attorneys, Estate Attorneys and CPAs.
He and his wife, Meredith, reside in Arlington, VA. They are members of the Junior Council, which raises money for Children’s Hospital in Washington, DC. John also volunteers his time with Wounded Warriors and Honor Flight and is actively involved with his high school, St. Mary’s Ryken in Leonardtown, MD.