Marly K. Green
CFP®
Financial Advisor
My passion lies in building meaningful connections with clients and guiding them toward their financial goals.
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Education &
Affiliations &
Marly is a financial advisor in Savant’s Birmingham, AL office.
As a CERTIFIED FINANCIAL PLANNER® professional, Marly is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Marly has been involved in the financial services industry since 2020. She was an associate advisor with Bridgeworth until it joined with Savant in 2023. Prior to joining Bridgeworth, Marly spent a year overseas serving with Campus Crusade.
Marly is the pro bono director for the Financial Planning Association of North Alabama. She serves on the Restoration Academy Advisory Council.
Marly earned a bachelor of science degree in commerce and business administration with a focus on finance and marketing from the University of Alabama.
A Birmingham native, Marly and her husband Will reside in Mountain Brook and are active members of Christ Fellowship Church. In her free time, she enjoys trying new restaurants in the area and likes to stay active, travel, and spend time with family and friends.
Education &
Designations
- University of Alabama
Bachelor of Science in Commerce and Business Administration with a focus on Finance and Marketing - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Financial Planning Association of North Alabama – pro bono director
- Restoration Academy Advisory Council – member
- Christ Fellowship Church – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.