Stephen Green,
MBA, CRPC®
Vice President, Wealth Management
CRPC®, Chartered Retirement Planning Counselor®
Stephen began his career in the financial services industry in 2008 and joined Raymond James in 2018. Stephen focuses on wealth preservation strategies and estate planning as well as developing strategic asset allocation and professional asset management using professional research. He has earned the Chartered Retirement Planning Counselor® (CRPC®) designation offered through the American College.
He graduated with a Bachelor of Accounting degree from the University of Alabama and then went on to earn his MBA from the University of New Orleans. Stephen is the director of a local charity named Krewe de Camp, where he enjoys serving special needs children throughout the Gulf South.
He enjoys fishing, cycling, cheering for the New Orleans Saints and the Alabama Crimson Tide, and spending time with his wife and three daughters in Mandeville.
