Stephen G. Green, CFP
Financial Services Specialist

Practice Areas

Experience

Stephen Green joined the firm in 1996 and is a certified financial planner practitioner in the Private Clients group. His focus is on providing tax and financial planning services to clients of the firm’s Executive Planning Program. Those services include preparation of federal and state income tax returns, comprehensive retirement and estate planning, investment planning, and analysis of employee benefits plans.

Mr. Green is also a member of the firm’s Antitrust team, where he analyzes market share data for potential mergers and acquisitions.

Affiliations
He is a member of the Upstate New York Chapter of the Financial Planning Association.

Education

College for Financial Planning, CFP Professional Education Program
Le Moyne College, B.A., Economics