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portrait of Will Green
FINANCIAL ADVISOR

Will Green

CRPC™
535 Main Street, Winchester, MA 01890opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Will

With over 20 years of experience as a financial advisor, I focus in helping individuals and businesses plan their financial futures by offering personalized advice for wealth strategies, retirement planning and risk protection.

What sets me apart is my commitment to understanding your unique financial goals and crafting tailored strategies that align with your vision. Whether you are looking to protect your retirement or grow your business, I am here to guide you every step of the way.

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest...

Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Income Strategies
  • College Savings
  • Wealth Strategies

Work History

  • Edward JonesJanuary 2024 to Current
  • TIAA-CREF Individual ServicesFebruary 2016 to December 2023

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Lake Forest CollegeBachelor of Arts

Personal Interests

  • Real Estate
  • Spending Time with Family
  • Traveling
  • Pickleball
  • Golfing

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 07:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(781) 721-1069

Fax

(888) 314-7058

Office Address

535 Main Street
Winchester, MA 01890opens in a new window

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