Stephen Green

Stephen Green is currently a partner and SVP wealth advisor at Krilogy. Stephen has over 20 years of experience in the financial industry, beginning their career at Smith Barney in 1996. In 2002, they moved to Merrill Lynch where they worked as a wealth management advisor until 2008. It was during this time that they saw the potential for independent financial advisers to provide better service to clients and so they launched OPTIMUM Wealth Management LLC. Stephen managed the company until 2016 when they joined Krilogy.

Stephen Green completed their MBA at Washington University in St. Louis - Olin Business School and their B.S. in Secondary Education at Texas A&M University.

Some of their coworkers include Jaime Shelton - Partner, VP of Business Operations, Drew Forrester - Partner, Senior Wealth Advisor, Head of WIC, and Nathan Holt - Sr. Wealth Advisor, Advisor Growth & Development. Their manager is Kent S Skornia, Founder, President & CEO.