Financial Advisor400 South Business 65 HighwayBranson, MO 65616Phone: 417.696.1014Email: email@example.com
If you think all financial advisors are alike, you haven’t met Steve Green. Steve has spent his entire professional career in the banking and financial services industries. Joining InvestorServices in September 1998, Steve focuses on designing personalized portfolios, establishing individual retirement plans, starting systematic investment programs and coordinating long-term wealth building strategies designed to lead his clients to a life of financial independence.
What makes Steve different? For him, it’s personal. Steve takes time to get to know you then helps define and prioritize your financial goals. Once the initial review process is complete, he presents a financial plan to consider that reflects your personal preferences, time to invest, and risk tolerance. After a plan is in place, Steve invites clients to meet on a regular basis to review progress and make any adjustments necessary due to changes in personal circumstances or economic conditions.
Steve holds Series 7, 63 and 66 securities registrations as well as a life and health insurance license from the State of Missouri. He earned a Bachelor of Science degree in Business Management from Arkansas State University and a graduate degree in banking from Southern Methodist University in Dallas, Texas.
True to their motto of “Service above Self”, Steve has been a Rotarian for over a quarter century. Before coming to Branson and joining the Branson-Hollister Rotary Club, Steve served as committee chairman and board member of the Columbia-Northwest Rotary Club. He is a member of the Branson/Lakes Area Chamber of Commerce. On a personal note, Steve enjoys spending time with his family: His wife, Mary Bess and sons William and Morgan. William performs in the Shoji Tabuchi Theatre and is a Sergeant in the 135th Missouri Army National Guard Band in Springfield, Missouri. Morgan attends medical school at William Carey University in Hattiesburg, Mississippi.
Central Investment Advisors investment professionals are registered representatives of INVEST Financial Corporation (INVEST), member
. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Central Bank or Central Investment Advisors. Products and services offered through INVEST are •Not FDIC insured •Not a deposit or other obligation of or guaranteed by any bank •May lose value including possible loss of principal amount invested •Not insured by any federal agency.
INVEST does not provide tax or legal advice.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
This icon indicates a link to third-party content. By clicking on the link, you will leave our website and enter a site not owned by the bank. The site you will enter may be less secure and may have a privacy statement that differs from the bank. The products and services offered on this third-party website are not provided or guaranteed by the bank.