Green Wealth Management Group
With a combined tenure at Merrill Lynch of 40+ years, Alan Green, Lori DosSantos and Drew Heatley founded their independent firm in Southbury, Connecticut in 2021. Alan and Drew hold CERTIFIED FINANCIAL PLANNER庐 designations; Alan is also a Certified Private Wealth Advisor庐; Lori is a Chartered Retirement Planning CounselorSM; Drew is a Chartered Retirement Plans SpecialistSM; and all three are Certified Plan Fiduciary Advisors.