Meet Our Team

Our Financial Advisory Team

With more than 75 years of combined investment experience, our team remains committed to professional development and teamwork. We participate in numerous forms of continuing education programs throughout the year to further our ability to serve our clients.

Green Wealth Management was recognized by NABCAP in 2011’s National Premier Advisors as one of the top practices in the nation in the category of Risk Management. Click here to read more.

Ellis Green, CIMA®, AIF®

Senior Vice President, Investments

  • Entered the industry in 1983, joined Raymond James in 1994
  • Expertise: Strategic portfolio allocations and manager due diligence
  • Enjoys golfing, skiing, fishing and spending time with his family
  • Past-chairman of investment committee, The American Liver Foundation

Ashley Green, WMS, AAMS

Financial Advisor, Wealth Management Specialist
Accredited Asset Management Specialist

Ashley joined our team after working the past two years in the Environmental Division of Burns & McDonnell Engineering. Ashley graduated Cum Laude from Texas Christian University with a Bachelor of Science degree in Environmental Science and minors in both Business and Energy Technology & Management. She is a member of the Raymond James Advisor Mastery Program (AMP), an intensive three year training curriculum offering comprehensive education for the next generation of Raymond James Financial Advisors. She is fully licensed in securities, life and health insurance and annuities and has her Wealth Management Specialist Designation (WMS) and Accredited Asset Management Specialist (AAMS) designations. Ashley has a passion for learning, and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Our group works together with other professionals, such as estate planning attorneys and CPA’s, to design, implement and monitor financial plans to help clients reach their goals and objectives. As a member of the Green Wealth Management Group of Raymond James, Ashley is able to draw upon the accumulated knowledge and experience of our entire team to keep you and your financial future on the ideal path.

Ashley grew up under the strong influence and example of one of the leading financial advisors in the country, her father, Ellis Green. She has a true understanding gained from the lessons she learned at a young age, regarding planning, saving and investing in the future. Ashley is drawn to the financial services industry because of her passion for working closely with clients to help them feel more confident about their ability to meet their financial goals.

Ashley helps clients understand their current financial situation, define their goals, and develop a comprehensive plan for their unique circumstances. She hopes to give her clients the freedom and peace of mind that allows them to live the life they want to live. Whether it is personal financial planning, saving for retirement, exploring college funding, navigating insurance, or legacy and estate planning, she is able to help clients discover the right plan for them.

Ashley enjoys cheering on the TCU Horned Frogs, golfing, hiking, cooking and gardening. She is a member of the Delta Gamma Fraternity.

Melissa Richards

Registered Service Associate

  • Joined Raymond James through the acquisition of Morgan Keegan in 2011
  • Enjoys reading, cooking, and spending time with her family

Additional Resources

Because your financial situation is often complex, we typically work directly with other professionals to design and implement the strategies that will help you to achieve your goals. We rely on a network of professionals who provide technical advice as required. The professionals we work with include:

Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCASM.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.