Green Lowi & Merrill Advisory Group
We provide our clients with comprehensive wealth management strategies to help them and their families pursue their goals and provide the opportunity to build and maintain wealth for themselves and future generations.
We work with a diversified client base that includes family-focused offices, executives, entrepreneurs, high-net-worth families, and RIAs.
Through providing personalized financial guidance and support, we address the unique financial and tax-sensitive needs and goals of each of our clients. We help our clients make informed decisions about their finances, manage their wealth effectively, and pursue financial independence for the long term. We pride ourselves on our ability to work with our clients’ families and bring diverse backgrounds and skills through our various team members.
For our institutional clients, we work side-by-side to develop customized fixed income strategies that align with their unique needs.
We work with a diversified client base that includes family-focused offices, executives, entrepreneurs, high-net-worth families, and RIAs.
Through providing personalized financial guidance and support, we address the unique financial and tax-sensitive needs and goals of each of our clients. We help our clients make informed decisions about their finances, manage their wealth effectively, and pursue financial independence for the long term. We pride ourselves on our ability to work with our clients’ families and bring diverse backgrounds and skills through our various team members.
For our institutional clients, we work side-by-side to develop customized fixed income strategies that align with their unique needs.
Our team was proud to be named to
Forbes’ Best-in-State Wealth Management Teams for 2024
At the time of this award recognition, the team was known as Green/Lowi/Merrill Advisory Group. Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.