Jennifer Green

Jennifer has many years of valuable experience across the financial services industry, holding various field and distribution-level leadership positions throughout her career. Dedicated to earning and keeping your trust, Jennifer deploys a holistic approach to the planning process, so clients optimize all assets to work collectively towards goals, while also reducing critical inefficiencies. In doing so, she leverages the vast resources and expertise of a highly specialized team to deliver a successful and meaningful client experience.

Jennifer began her financial services career with ADP as a major account sales representative in Retirement Services and later as vice president, corporate sales officer for HSBC Bank. She comes to us from her most recent role as managing director of Stratos Wealth Partners and maintains her FINRA registrations with LPL Financial.

Jennifer holds a Liberal Arts & Science degree from Onondaga Community College. She’s a Licensed Sports Massage Therapist who traveled extensively as Lead Therapist for Volvo-Cannondale Mountain Bike Team, and for several years an active Board Member for March of Dimes CNY Chapter, leading the Annual Bikers for Babies Ride and fundraising efforts. She lives in Marcellus, NY with her husband, Tim and two daughters.