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    Meg Green & Associates

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    Description

    • Meg Green & Associates, founded in 1984, is one of the leading wealth management firms in the nation. We provide comprehensive money management and financial navigation to a select group of affluent individuals and their families, professionals, small businesses, and to the sports and entertainment industry. We currently manage or supervise $700 million in assets. Our financial planning approach includes extensive investment portfolio analysis, estate, tax, and retirement planning, insurance evaluations and lifestyle planning. More information is available at www.meggreen.com.Securities offered through Sterne Agee Financial Services, Inc., member FINRA (www.finra.org) & SIPC (www.sipc.org). Investment advisory services offered through Sterne Agee Investment Advisors, Inc., a registered investment advisor. Additional investment advisory services offered through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Investment Advisors, Inc.
    • location

      Headquarters:8151 Peters Road Suite 3200, Plantation, Florida, United States

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    • Meg Green & Associates phone

      Phone Number: +1 305-931-1400

    • Meg Green & Associates website

      Website: meggreen.com

    • Meg Green & Associates employees

      Employees:11

    • Meg Green & Associates revenue

      Revenue:$1 - 10M

    • Meg Green & Associates legal name

      Legal Name:Meg Green & Associates

    • Meg Green & Associates's Social Media

      Meg Green & Associates linkedin
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    CEO for Meg Green & Associates

    Todd Battaglia

    President And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Mallory Mangrum

    Chief Compliance Officer

    Hugo Calenzani

    Chief Investment Officer

    Kevin Mcgann

    Vice President, Chief Operations Officer

    Awma Sean O'halloran

    Vice President, Director Of Wealth Management

    Frequently Asked Questions regarding Meg Green & Associates

    • Where are Meg Green & Associates's Headquarters?

      Meg Green & Associates's Headquarters are in 8151 Peters Road Suite 3200,Plantation,Florida,United States

    • What is Meg Green & Associates's phone number?

      Meg Green & Associates's phone number is +1 305-931-1400

    • What is Meg Green & Associates's official website?

      Meg Green & Associates's official website is meggreen.com

    • What is Meg Green & Associates's Revenue?

      Meg Green & Associates's revenue is $1 - 10M

    • What is Meg Green & Associates's NAICS code?

      Meg Green & Associates's NAICS code is 523920

    • How many employees are working in Meg Green & Associates

      Meg Green & Associates has 11 employees

    • What is Meg Green & Associates's Industry?

      Meg Green & Associates is in the industry of Financial Services

    • Who is Meg Green & Associates's CEO?

      Meg Green & Associates's CEO is Todd Battaglia

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