Krilogy
Stephen Green is currently a partner and SVP wealth advisor at Krilogy. Stephen has over 20 years of experience in the financial industry, beginning their career at Smith Barney in 1996. In 2002, they moved to Merrill Lynch where they worked as a wealth management advisor until 2008. It was during this time that they saw the potential for independent financial advisers to provide better service to clients and so they launched OPTIMUM Wealth Management LLC. Stephen managed the company until 2016 when they joined Krilogy.
Stephen Green completed their MBA at Washington University in St. Louis - Olin Business School and their B.S. in Secondary Education at Texas A&M University.
Some of their coworkers include Jaime Shelton - Partner, VP of Business Operations, Drew Forrester - Partner, Senior Wealth Advisor, Head of WIC, and Nathan Holt - Sr. Wealth Advisor, Advisor Growth & Development. Their manager is Kent S Skornia, Founder, President & CEO.
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Krilogy
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The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other.