Renee Green in Annapolis, MD

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.

Get started

Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Investments
Insurance
Retirement Income Strategies
Tax Planning Strategies
Wealth Preservation Strategies
Retirement Plan Distribution
Domestic Partner Planning
Estate Planning Strategies
Retirement Planning Strategies
Saving for Education
Financial Planning for Small Business

B.S. University of Maryland 1985

Ameriprise Exceptional Client Service Award Finalist , 2011, 2012 and 2013

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Elizabeth Seton H.S. Alumnae Association
Aman Memorial Trust in Bladensburg, MD
Patriotic Member for Town of Bladensburg

I enjoy,

Writing short stories
Promoting Financial Literacy.
Filming and documenting history. Preserving historical properties, memorials and stories.
Gardening
Participating in Charity walks
Walking my dog Princess Snow Angel