Meg Green & Associates
Description
Address: 8151 Peters Rd Suite 3200, Plantation, FL 33324 Phone: (954) 289-9000Hours: Website: Place name: : : : : : : Category: Website: http://www.meggreen.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Meg Green & Associates Employees
Employee
Years
Job
Industry
Todd Battaglia Todd Battaglia's Meg Green & Associates Experience January 1999 - Present
Job Financial Advisor for over 25 years, President of Meg Green & Associates, Inc.
Industry Investment Management
Experience
Meg Green & Associates January 1999 - Present
Skills
Investment Advisory, Wealth Management, Retirement Planning, Asset Management, Investments, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Retirement, Strategic Financial..., Private Equity, Due Diligence, Wealth, Investment Strategies, Series 7, Securities, Investment Management, Mergers & Acquisitions, Finance, Financial Services, Insurance, High Net Worth..., Small Business, Wealth Management..., Financial Planning, Asset Allocation, Mutual Funds, Management, Financial Advisory, Hedge Funds, Equities, Strategic Planning, Financial Analysis, Capital Markets
Education
University of Rochester - Simon Business School 1987 — 1989
MBA, Finance
Hobart College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Aquinas Institute 1978 — 1982
High School, Honors/Regents High School/Secondary Diploma Program
Meg Green & Associates January 1999 - Present
Skills
Investment Advisory, Wealth Management, Retirement Planning, Asset Management, Investments, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Retirement, Strategic Financial..., Private Equity, Due Diligence, Wealth, Investment Strategies, Series 7, Securities, Investment Management, Mergers & Acquisitions, Finance, Financial Services, Insurance, High Net Worth..., Small Business, Wealth Management..., Financial Planning, Asset Allocation, Mutual Funds, Management, Financial Advisory, Hedge Funds, Equities, Strategic Planning, Financial Analysis, Capital Markets
Education
University of Rochester - Simon Business School 1987 — 1989
MBA, Finance
Hobart College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Aquinas Institute 1978 — 1982
High School, Honors/Regents High School/Secondary Diploma Program
Helen Simon, DBA, CFP, RMA's Meg Green & Associates Experience 1991 - 1994
Job Investment Professional with 30+ years of experience & Finance Professor
Industry Investment Management
Experience
Everglades University June 2015 - Present
Keiser University January 2015 - Present
PBMS, LLC. January 1998 - Present
Nova Southeastern University June 2014 - April 2015
Florida International University December 2003 - June 2014
Florida International University December 2008 - April 2012
Charles Schwab 1994 - 1998
Meg Green & Associates 1991 - 1994
Prudential Financial 1988 - 1991
Burke, Bogart and Brownell 1980 - 1984
Skills
Leadership, Coaching, Teaching, Financial Analysis, Leadership Development, Public Speaking, Financial Modeling, Strategic Planning, Research, Higher Education, Equities, Data Analysis, Management, Analysis, Finance, Training, Entrepreneurship, Staff Development, Fee-Only, Social Security..., Retirement Planning, Retirement, RMA, Retirement Management..., CFP, Certified Financial..., DROP Plans, Pension Maximization, Security Analysis, Educator, Strategic Financial..., Financial Services, Financial Risk, Pensions, Individual Pension Plans, Personal Pensions, Social Security Planning, Bonds, Municipal Bonds, Life Expectancy Planning, Communication, Client Focused, Client Representation, Retirement Guidance, Financial Guidance, Financial Advisor, Financial Planner, Budgets, Money Management, Managed Money
Education
Nova Southeastern University 1999 — 2005
MBA & DBA, Business
Bishop Reilly High School 1971 — 1974
Salem State University
RMA, Retirement Management ANalyst
Everglades University June 2015 - Present
Keiser University January 2015 - Present
PBMS, LLC. January 1998 - Present
Nova Southeastern University June 2014 - April 2015
Florida International University December 2003 - June 2014
Florida International University December 2008 - April 2012
Charles Schwab 1994 - 1998
Meg Green & Associates 1991 - 1994
Prudential Financial 1988 - 1991
Burke, Bogart and Brownell 1980 - 1984
Skills
Leadership, Coaching, Teaching, Financial Analysis, Leadership Development, Public Speaking, Financial Modeling, Strategic Planning, Research, Higher Education, Equities, Data Analysis, Management, Analysis, Finance, Training, Entrepreneurship, Staff Development, Fee-Only, Social Security..., Retirement Planning, Retirement, RMA, Retirement Management..., CFP, Certified Financial..., DROP Plans, Pension Maximization, Security Analysis, Educator, Strategic Financial..., Financial Services, Financial Risk, Pensions, Individual Pension Plans, Personal Pensions, Social Security Planning, Bonds, Municipal Bonds, Life Expectancy Planning, Communication, Client Focused, Client Representation, Retirement Guidance, Financial Guidance, Financial Advisor, Financial Planner, Budgets, Money Management, Managed Money
Education
Nova Southeastern University 1999 — 2005
MBA & DBA, Business
Bishop Reilly High School 1971 — 1974
Salem State University
RMA, Retirement Management ANalyst
Jeremy Bailey, CPWA® Jeremy Bailey, CPWA®'s Meg Green & Associates Experience July 2009 - Present
Job Certified Private Wealth Advisor® / Financial Advisor at Meg Green & Associates
Industry Financial Services
Experience
Meg Green & Associates July 2009 - Present
L.M. Kohn & Company September 2007 - December 2008
The Middlefield Banking Company September 2001 - August 2007
Skills
Private Wealth..., Investment Advisory, Retirement Planning, Retirement Income..., Alternative Investments, Asset Management, Independent Financial..., Relationship Management, Retirement, Wealth Management..., Asset Managment, Investments, Series 7, Portfolio Management, Wealth Management, Financial Advisory, Financial Services, Banking, Finance
Education
Hiram College 2000 — 2004
Management
Meg Green & Associates July 2009 - Present
L.M. Kohn & Company September 2007 - December 2008
The Middlefield Banking Company September 2001 - August 2007
Skills
Private Wealth..., Investment Advisory, Retirement Planning, Retirement Income..., Alternative Investments, Asset Management, Independent Financial..., Relationship Management, Retirement, Wealth Management..., Asset Managment, Investments, Series 7, Portfolio Management, Wealth Management, Financial Advisory, Financial Services, Banking, Finance
Education
Hiram College 2000 — 2004
Management
Jessica Siqueira Manzano Jessica Siqueira Manzano's Meg Green & Associates Experience June 2006 - July 2006
Job Vice President Investment Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan April 2013 - February 2015
BAC Florida Investments, Corp January 2012 - April 2013
BAC Florida Investments June 2007 - December 2011
World Trade Center Miami July 2006 - August 2006
Meg Green & Associates June 2006 - July 2006
Washington Mutual Bank May 2005 - August 2005
Express Limited Brands 2003-2004 August 2003 - August 2004
South Florida Hispanic Chamber of Commerce 2003 - 2004
Skills
Investments, Emerging Markets, Portfolio Management, Trading, Bonds, Bloomberg, Fixed Income, Asset Management, Banking, Capital Markets, Financial Analysis, Financial Markets, Private Banking, Structured Finance, Wealth Management...
Education
Florida International University - College of Business Administration 2011 — 2012
Master's of Science in Finance, Finance
Smith College 2004 — 2007
B.A., Economics, 3.78
Miami Dade College 2002 — 2004
AA, Business Administration
J.P. Morgan February 2015 - Present
J.P. Morgan April 2013 - February 2015
BAC Florida Investments, Corp January 2012 - April 2013
BAC Florida Investments June 2007 - December 2011
World Trade Center Miami July 2006 - August 2006
Meg Green & Associates June 2006 - July 2006
Washington Mutual Bank May 2005 - August 2005
Express Limited Brands 2003-2004 August 2003 - August 2004
South Florida Hispanic Chamber of Commerce 2003 - 2004
Skills
Investments, Emerging Markets, Portfolio Management, Trading, Bonds, Bloomberg, Fixed Income, Asset Management, Banking, Capital Markets, Financial Analysis, Financial Markets, Private Banking, Structured Finance, Wealth Management...
Education
Florida International University - College of Business Administration 2011 — 2012
Master's of Science in Finance, Finance
Smith College 2004 — 2007
B.A., Economics, 3.78
Miami Dade College 2002 — 2004
AA, Business Administration
Meg Green Meg Green's Meg Green & Associates Experience May 1984 - Present
Job CEO of Meg Green & Associates
Industry Financial Services
Experience
Meg Green & Associates May 1984 - Present
Skills
Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Retirement Income..., Investments, Wealth, Asset Management, Financial Advice, Portfolio Management, Strategic Financial..., Wealth Management..., High Net Worth..., Investment Advisory..., Estate Planning, Financial Advisory, Investment Strategies, Alternative Investments, Financial Planners, Series 7
Education
Temple University 1961 — 1965
Meg Green & Associates May 1984 - Present
Skills
Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Retirement Income..., Investments, Wealth, Asset Management, Financial Advice, Portfolio Management, Strategic Financial..., Wealth Management..., High Net Worth..., Investment Advisory..., Estate Planning, Financial Advisory, Investment Strategies, Alternative Investments, Financial Planners, Series 7
Education
Temple University 1961 — 1965
Hugo Calenzani Hugo Calenzani's Meg Green & Associates Experience 2006 - Present
Job Senior Investment Strategist
Industry Investment Management
Experience
Meg Green & Associates 2006 - Present
Skills
Investments, Investment Advisory, Wealth Management, Series 7, Investment Management, Alternative Investments, Investment Strategies, Wealth Management..., Asset Managment, Credit, Portfolio Management, Financial Analysis, Asset Management, Finance, Mutual Funds, Asset Allocation
Education
Florida State University
Bachelor of Science, Economics
MBSH
Meg Green & Associates 2006 - Present
Skills
Investments, Investment Advisory, Wealth Management, Series 7, Investment Management, Alternative Investments, Investment Strategies, Wealth Management..., Asset Managment, Credit, Portfolio Management, Financial Analysis, Asset Management, Finance, Mutual Funds, Asset Allocation
Education
Florida State University
Bachelor of Science, Economics
MBSH
Jim Carpenetti, CFA Jim Carpenetti, CFA's Meg Green & Associates Experience March 1996 - March 1997
Job Investment Technology | Investment Execution | Process Improvement | Wealth Management Executive
Industry Investment Management
Experience
SunTrust Bank August 2006 - Present
SunTrust Bank March 2004 - August 2006
SunTrust Bank December 1997 - March 2004
Fidelity Investments March 1997 - December 1997
Meg Green & Associates March 1996 - March 1997
Wall Street Money Management Group October 1992 - February 1996
Skills
Wealth Management, Investment Technology..., Portfolio Management, Investments, Investment Management, Investment Strategies, Finance, High Net Worth..., Asset Allocation, Trading, Management, Wealth, Unified Managed Accounts, Alternative Investments, Investment Advisory, CRM, Wealth Management..., Performance Measurement, Portfolio Optimization, Vendor Relationship..., Third Party Vendor...
Education
Georgia College and State University 2002 — 2004
MBA
Palm Beach Atlantic University 1993 — 1995
BS, Management
Dale Carnegie Course 1991 — 1992
Class Assistant to Instructor
University of Scranton 1989 — 1991
Associate, Business
Dale Carnegie Course
Effective Communications and Human Relations
SunTrust Bank August 2006 - Present
SunTrust Bank March 2004 - August 2006
SunTrust Bank December 1997 - March 2004
Fidelity Investments March 1997 - December 1997
Meg Green & Associates March 1996 - March 1997
Wall Street Money Management Group October 1992 - February 1996
Skills
Wealth Management, Investment Technology..., Portfolio Management, Investments, Investment Management, Investment Strategies, Finance, High Net Worth..., Asset Allocation, Trading, Management, Wealth, Unified Managed Accounts, Alternative Investments, Investment Advisory, CRM, Wealth Management..., Performance Measurement, Portfolio Optimization, Vendor Relationship..., Third Party Vendor...
Education
Georgia College and State University 2002 — 2004
MBA
Palm Beach Atlantic University 1993 — 1995
BS, Management
Dale Carnegie Course 1991 — 1992
Class Assistant to Instructor
University of Scranton 1989 — 1991
Associate, Business
Dale Carnegie Course
Effective Communications and Human Relations
Sean O'Halloran, AWMA®'s Meg Green & Associates Experience May 2005 - Present
Job Senior Wealth Manager at Meg Green & Associates
Industry Financial Services
Experience
Meg Green & Associates May 2005 - Present
BNY Mellon 2002 - 2005
Washington Mutual Bank Finanical Services 2000 - 2002
Prudential Securities 1998 - 2000
OLDE, Private Brokerage 1996 - 1998
Skills
Wealth Management, Investment Advisory, Wealth Management..., Portfolio Management, Investments, Series 63, Investment Strategies, Asset Management, Retirement Planning, Risk Management, Financial Planners, Estate Planning, Multi-Generational..., Tax Planning
Education
Florida State University
Bachelor of Science, Finance
Saint John Paul II Academy
High School Diploma
Meg Green & Associates May 2005 - Present
BNY Mellon 2002 - 2005
Washington Mutual Bank Finanical Services 2000 - 2002
Prudential Securities 1998 - 2000
OLDE, Private Brokerage 1996 - 1998
Skills
Wealth Management, Investment Advisory, Wealth Management..., Portfolio Management, Investments, Series 63, Investment Strategies, Asset Management, Retirement Planning, Risk Management, Financial Planners, Estate Planning, Multi-Generational..., Tax Planning
Education
Florida State University
Bachelor of Science, Finance
Saint John Paul II Academy
High School Diploma
Diana Plucienkowski CFP® CDFA™ Diana Plucienkowski CFP® CDFA™'s Meg Green & Associates Experience January 1997 - July 2009
Job Financial Planning and Investment Management
Industry Financial Services
Experience
Dane Financial Group, LLC June 2010 - Present
Meg Green & Associates January 1997 - July 2009
Skills
Investment Advisory, Fundraising, Portfolio Management, Retirement Planning, Alternative Investments, Series 7, Community Outreach, Estate Planning, Asset Management, Financial Services, Investment Management, Wealth Management, Securities, Finance
Education
Marygrove College 1969 — 1973
BA, Human Ecology
College for Financial Planning 1992 — 1994
Certified Financial Planner™
Institute for Divorce Financial Analysts 2008 — 2009
Certified Divorce Financial Analyst™
Dane Financial Group, LLC June 2010 - Present
Meg Green & Associates January 1997 - July 2009
Skills
Investment Advisory, Fundraising, Portfolio Management, Retirement Planning, Alternative Investments, Series 7, Community Outreach, Estate Planning, Asset Management, Financial Services, Investment Management, Wealth Management, Securities, Finance
Education
Marygrove College 1969 — 1973
BA, Human Ecology
College for Financial Planning 1992 — 1994
Certified Financial Planner™
Institute for Divorce Financial Analysts 2008 — 2009
Certified Divorce Financial Analyst™
Adam Landa Adam Landa's Meg Green & Associates Experience June 2008 - August 2008
Job Associate at Newmark Grubb Knight Frank
Industry Real Estate
Experience
Newmark Grubb Knight Frank September 2011 - Present
Aon June 2010 - August 2010
Aon June 2009 - August 2009
Meg Green & Associates June 2008 - August 2008
TAUBCO May 2007 - July 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Publisher, CoStar, Property Search, Charities, Sports, Commercial Real Estate, Corporate Real Estate, Real Estate License, Real Estate, Spanish, Business Analysis, Business Development, Disposition, Business Strategy, Financial Analysis, International Real..., Project Management, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Tenant Representation, Real Estate Investor
Education
New York University 2013 — 2016
Master's degree, Real Estate
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance and Entrepreneurship & Emerging Enterprises, 3.621
Newmark Grubb Knight Frank September 2011 - Present
Aon June 2010 - August 2010
Aon June 2009 - August 2009
Meg Green & Associates June 2008 - August 2008
TAUBCO May 2007 - July 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Publisher, CoStar, Property Search, Charities, Sports, Commercial Real Estate, Corporate Real Estate, Real Estate License, Real Estate, Spanish, Business Analysis, Business Development, Disposition, Business Strategy, Financial Analysis, International Real..., Project Management, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Tenant Representation, Real Estate Investor
Education
New York University 2013 — 2016
Master's degree, Real Estate
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance and Entrepreneurship & Emerging Enterprises, 3.621