Michael K. Green

Michael Green, JD, CFP®, CTFA, CCFS™- ELA® is a seasoned wealth manager with extensive experience in comprehensive financial planning for affluent clients. Currently at CW Advisors since May 2021, Michael provides expert advice on cash flow analysis, insurance needs, retirement planning, education funding, and charitable gift planning. Prior to this role, Michael served as a wealth manager at Pinnacle Advisory Group from April 2012 to May 2021, offering similar financial services. Michael also held the position of Director of Planned Giving at The Catholic University of America from July 2005 to March 2012, where engagement with alumni and donors was emphasized to maximize tax benefits. Earlier in the career, Michael was an Assistant Vice President & Trust Officer at Burke & Herbert Bank & Trust from July 1998 to June 2005. Academic credentials include a Juris Doctorate from Notre Dame Law School and a Bachelor of Arts in Politics from The Catholic University of America, complemented by an Executive Certificate in Financial Planning from Kaplan University.