Financial Advisor400 South Business 65 HighwayBranson, MO 65616Phone: 417.696.1014Email: firstname.lastname@example.org
If you think all financial advisors are alike, you haven’t met Steve Green. Steve has spent his entire professional career in the banking and financial services industries. Joining InvestorServices in September 1998, Steve focuses on designing personalized portfolios, establishing individual retirement plans, starting systematic investment programs and coordinating long-term wealth building strategies designed to lead his clients to a life of financial independence.
What makes Steve different? For him, it’s personal. Steve takes time to get to know you then helps define and prioritize your financial goals. Once the initial review process is complete, he presents a financial plan to consider that reflects your personal preferences, time to invest, and risk tolerance. After a plan is in place, Steve invites clients to meet on a regular basis to review progress and make any adjustments necessary due to changes in personal circumstances or economic conditions.
Steve holds Series 7, 63 and 66 securities registrations as well as a life and health insurance license from the State of Missouri. He earned a Bachelor of Science degree in Business Management from Arkansas State University and a graduate degree in banking from Southern Methodist University in Dallas, Texas.
True to their motto of “Service above Self”, Steve has been a Rotarian for over a quarter century. Before coming to Branson and joining the Branson-Hollister Rotary Club, Steve served as committee chairman and board member of the Columbia-Northwest Rotary Club. He is a member of the Branson/Lakes Area Chamber of Commerce. On a personal note, Steve enjoys spending time with his family: His wife, Mary Bess and sons William and Morgan. William performs in the Shoji Tabuchi Theatre and is a Sergeant in the 135th Missouri Army National Guard Band in Springfield, Missouri. Morgan attends medical school at William Carey University in Hattiesburg, Mississippi.
InvestorServices investment professionals are registered representatives of INVEST Financial Corporation (INVEST), member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, and certain insurance products. INVEST is not affiliated with Ozark Mountain Bank or InvestorServices. Products and services offered through INVEST are •Not FDIC insured •not guaranteed by any bank •may lose value.
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