Brian Green II

Brian Green II is an experienced executive currently serving as Executive Vice President and Managing Operating Principal at Merit Financial Advisors, a role focused on enhancing client experiences and shaping the future of registered investment advisory services. Prior to this, Brian held several significant positions at Carson Group, including Chief of Staff and Senior Vice President of Corporate Strategy & Product Development, where strategic collaboration with the CEO and senior executives was key. Experience also includes leadership in project management at Securities America Inc., where a team was directed to implement technology solutions, and various roles in the U.S. Marine Corps that involved training and operational coordination. Brian's educational background includes a Bachelor's degree in Political Science from the University of Nebraska at Omaha and a Master of Science in Project Management from the University of Wisconsin-Platteville.