Brad Green

Since launching his financial services career in 1986, Brad Green spent 34 years at leading wealth management firms before moving his team to Merrill Lynch Wealth Management in 2015. A competitive wrestler in high school and college - and a former ocean lifeguard - Brad is driven by a disciplined work ethic and relentless perseverance. He enjoys serving clients who share his desire to surmount challenges in pursuit of worthwhile goals.

Brad holds the Certified Private Wealth Advisor® designation and completed the educational component for the CPWA® at the University of Chicago Booth School of Business. Brad earned a Bachelor of Science degree from West Chester University in Pennsylvania. In his spare time, he enjoys skiing, yoga, golf and reading. He also supports The St. Jude's Children's Research Hospital and the wrestling teams of Long Beach High School and West Chester University. Brad and his wife, Debra, have been married for more than 30 years and have one daughter.




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