As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you, as a client, are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2000 as a financial advisor in Santa Ana, CA, where I am today. Prior to joining Edward Jones, I worked for 18 years as an investment representative with Nationwide Retirement Solutions.
I received my BA in business administration from Texas State University. Later, I achieved a Series 7 registration and the AAMS® professional designation from the College for Financial Planning.
My wife, Adele, and I have two adult daughters, Natalie and Devin, and a golden retriever named Koby. We also have an 8-month-old Black Lab named Jack, who we are training to be a guide dog for the blind through The Guide Dogs of The Desert out of Palm Springs. I also serve on the board of directors of a charity called The Wooden Floor, which helps at-risk children through tutoring and the medium of dance. One personal accomplishment of which I am very proud is when I completed the Boston Marathon in 1987.
My branch office administrator, Bev Petrak, has been working in my office since 2012, but we have been friends for over a decade, in both a social context and attending the same church. We work together to provide the highest level of service possible along with a friendly atmosphere. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Phone NumberBryan L Green at (714) 543-9632
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