Marly K. Green

Financial advisor Marly Green serves clients from Savant’s Birmingham, Alabama, office with a focus on comprehensive financial planning.

A CERTIFIED FINANCIAL PLANNER® professional, Marly helps individuals and families navigate complex financial decisions across wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income strategies, insurance needs analyses, debt management, and education funding. She takes an integrated approach, aligning each plan with clients’ long-term goals and life priorities.

Marly began working at Savant after Bridgeworth joined the firm in 2023, where she previously worked as an associate advisor. Before entering financial services, she spent a year overseas serving with Campus Crusade, an experience that shaped her commitment to service and relationship building.

She stays engaged in the profession and her community. Marly sits on the board for the Financial Planning Association of North Alabama and participates as a member of the Rotaract Club of Birmingham. She’s also part of the Momentum Upward Birmingham cohort. These roles allow her to connect with peers, expand financial education efforts, and support local initiatives.

Marly earned a bachelor’s degree in commerce and business administration with a focus on finance and marketing from the University of Alabama.

A Birmingham native, Marly lives in Bluff Park with her husband, Will, and their son. She is an active member of Christ Fellowship Church and enjoys traveling, spending time with family and friends, and cheering on the University of Alabama Crimson Tide.