Michael  Green, Jr, JD, CFP<sup>®</sup>
Michael Green, Jr, JD, CFP®
Wealth Manager
Office: Columbia, MD
Team: Wealth Management

Education & Certificates

B.A., The Catholic University of America, J.D., University of Notre Dame, Certified Financial Planner™, Certified Trust & Fiduciary Advisor, Chartered Advisor in Philanthropy, Certified College Funding Specialist & Education Loan Analyst

Professional Background

Before becoming a member of the CWA team, I provided comprehensive and personalized financial planning advice to clients at the Pinnacle Advisory Group for several years. Other prior experience includs time spent as a Bank Trust Officer and, later, as a Director of Planned Giving, where I engaged in the many facets of estate and philanthropic planning.