Merrill Lynch Financial Advisor Brad Green is part of Merrill, a wealth management division of Bank of America that provides comprehensive financial planning and investment advisory services. Based in Garden City, NY, Brad Green and The Green-Millman Group focus on delivering personalized financial advice tailored to each client’s goals, timelines, and risk profiles. Leveraging the extensive resources of Merrill and Bank of America, the team offers a holistic approach to managing wealth through investment strategies, retirement planning, estate planning services, and more.

Brad Green specializes in building long-term relationships with individuals, families, and business owners by helping them design, implement, and manage customized financial plans. As a fiduciary, he emphasizes transparency, trust, and education in every client interaction. The advisory group is also known for its strong focus on client service, ongoing financial reviews, and long-range planning strategies.

Through access to advanced tools, detailed market insights, and professional expertise, the group aims to help clients plan with confidence—for everything from college savings to multi-generational wealth transfer. The Green-Millman Group operates within a collaborative framework and can connect clients with banking, lending, and trust services through their affiliation with Bank of America.

Website: https://advisor.ml.com/sites/ny/garden-cityny/the_green-millman_group

Key Services:

– Personalized financial planning
– Retirement income planning
– Investment management and asset allocation
– Education savings strategies
– Estate and legacy planning services
– Wealth transfer and generational planning
– Philanthropic and charitable giving strategies
– Access to banking and lending solutions through Bank of America