Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • 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
  • Small Business
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S. University of Maryland 1985

Interests

I enjoy,

  • Writing short stories
  • Working on my Financial Literacy program called Money Concepts for Life go to www.MoneyConceptsforLife.com
  • Started a Production Company called Renee Green Productions which incorporates my financial literacy program, stories and documentaries. Visit www.SaveThePeaceCross.com for more information.
  • Gardening
  • Participating at Charity walks
  • Walking my dog Princess Snow Angel

Community participation

  • Elizabeth Seton H.S. Alumnae Association
  • Annapolis Professional Network

Awards & recognition

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