Michael Green (AWMA, CFP®)

Michael Green focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Michael is a Senior Wealth Advisor and VP of Parsippany Private Client Services at GYL Financial Synergies. He holds the designations of CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Wealth Management Advisor?. Prior to GYL, Michael worked with Wechter Feldman Wealth Management (WFWM) as a Wealth Manager and Advisory Services Analyst before being promoted to Senior Wealth Manager, Vice President, and finally Executive Vice President.

Michael’s responsibilities include advising individual investors, corporate executives, and business owners regarding their investments and financial planning needs, participating as a member of the investment policy and compliance committee, administering the compliance program, overseeing the operations of the firm, marketing, and market research.

In recognition of his professional achievements in the financial services industry, Michael has been honored with inclusion in Who’s Who in Finance and recognized seven times as a New Jersey Five Star Wealth Manager.

As a regular contributor to The Star-Ledger, New Jersey’s largest newspaper, Michael provides insights on a variety of financial planning topics and retirement questions. He has also served as a member of the Financial Planning Association’s Committees on Public Awareness and Pro-Bono program.

Michael holds a bachelor’s degree in business administration with an emphasis on management and economics from Towson University. Michael held the position of Senior Investment Consultant with TD Ameritrade, Inc., and its predecessors for eight years.

Additional Information

In his free time, Michael enjoys coaching youth ice hockey, baseball, soccer, and softball for the teams on which his three children play. He also enjoys skiing, biking, hiking, and boating.

NAPFA Start Date

June 13, 2022

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This Office

1719 Route 10 E, Ste 224 Parsippany, NJ 07054 Phone: (973) 605-1448