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Green Wealth Management Group

EST. AUM
$1,250,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Stamford
CRD Number
Website gwmgllc.com
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Overview

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.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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