Michael Green

Michael Green, CRPC®
Vice President Financial Advisor Truist Investment Services, Inc.

Henry Town Center

1860 Jonesboro Rd,

McDonough, GA 30253

michael.a.green@truist.com

Phone 678-561-9232

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About me

Background

With 27 years of extensive experience in the financial services industry and 13 years dedicated to Truist Investment Services, Inc., Michael brings a wealth of expertise in financial planning, investments, and insurance solutions tailored to meet the unique needs of my clients. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which underscores  commitment to helping clients prepare for and achieve their retirement goals. Michael's approach emphasizes personalized strategies that align with each individual’s or family’s financial well-being.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Political Science, B.A.
Montclair State University 1998

Personal Interests

Michael is an active participant in Hungry Hearts, Inc., a nonprofit organization dedicated to alleviating food insecurity. Additionally, he contributes as a member of the 100 Black Men North Metro Chapter, where he mentors and empower young men to excel. Michael's dedication to service extends to his role as a Past Master of Newnan Lodge #299 and as a Shriner, both of which underscore his deep commitment to leadership and philanthropy.

Michael is proud to share his life with his wife, Dana. They have been married for 10 wonderful years and together have built a blended family that is central to their lives. Their two children are currently pursuing their academic paths at Tennessee State University, a testament to the values of education and achievement that they hold dear.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Educating family members with significant wealth to confidently manage their financial lives

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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