Stephen Green
Merrill Lynch Wealth Management

Tel: (985) 246-6424
2681 N. Causeway Blvd.
Mandeville, LA 70471

About Merrill Lynch Wealth Management

Your investments aren't the only facet of your financial life. It also includes your plans for the future as well as your current and future financing needs. We like to say we're helping you "manage both sides of your balance sheet."

Why is that important? Simple. We can't help you get where you're going if we don't know where you're going, how you plan to get there and what may be holding you back. That's why we provide a full range of financial solutions and help you select the ones that will help you in your unique situation.


General Information

States Licensed in:   LA
TX
DE
FL
MS
Number of Years with Current Firm:   2


Services

Investment Types:   Bonds , Options & Futures , Alternative Investments , Stocks , Mutual Funds , Insurance , Annuities , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Life , Variable Annuity , Long Term Care , Variable Life

Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50000
Compensation Methods:   Based on Assets



Faqs

  • Do you have a customer satisfaction or refund policy? I am a fee-based advisor which assessed quarterly, should I not meet your needs you are free to cancel our contract at any time.
Stephen Green

Stephen Green

CRPC®, MBA

Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM