Broker Check
William C. Green, CFP®

William C. Green, CFP®

President, Financial Advisor

William graduated from FSU with a finance degree in 1992, he assumed—and welcomed—a lifelong career in banking. Indeed, after seven years in the business, first with Barnett Bank and later with Capital City Bank, he was well on his way to building his career.

All that changed when he began working as the bank’s loan officer for North Florida Financial Corporation. He realized that while he had a knack for numbers, his true love was working with people. He enjoyed developing relationships, but more importantly, felt that with his financial expertise, he could make a difference in the lives of family, friends, and clients by helping them achieve their financial goals and dreams.

In 2000, William took a leap of faith, relinquishing the security and comfort of the banking profession for a chance at pursuing his dream. He underwent a rigorous training program with Guardian Life, obtained his stockbroker’s and insurance licenses, and then joined North Florida Financial Corporation as a financial advisor.

Today, William is known for his financial savvy and one-on-one-relationships with clients. He’s a numbers guy who takes the fear out of finances. William and his wife, Allison, have two daughters, Emily and Caroline.

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, AR insurance licesne #3421324, CA insurance license #0H88072.