Clarity and confidence are very simple words, though obtaining them in life can prove to be quite elusive.  Clarity and confidence can only be achieved through a commitment to gain crystal-clear understanding of the facts, and a commitment to defining what exactly it is that we want.

There is a tremendous amount of noise and complexity around investing, which can be intimidating and confounding.  The whole process can create consternation and anxiety, given the vital task at hand – taking proper care of what has been worked so hard for.  What I have found, is that when an appropriate time investment is made in truthful and consistent communication within a client/advisor relationship, the odds of success are significantly higher.  Building a relationship with an advisor who focuses more on listening than talking provides reinforcement that your desired outcome is the priority.

Experience matters.  However, none of us would admit this when we start our careers. For those of us who have been around a few years, we realize there is no replacement for successful practical experience.  For years 2013-2025 I have been a member of the Wells Fargo Advisors’ Platinum Council[1], and in 2024 and 2025 I was honored to be named one of Forbes Best-In-State Wealth Advisors[2].  In 2022, I earned the certification of Certified Private Wealth Advisor (CPWA)

I earned a Bachelor of Science degree in Business Administration with a Finance major from Butler University in 1992 and reside in Tampa with my wife, Jill. We have two children, Jacob and Kate, both graduates of Auburn University.

My commitment to you is that I will rigorously apply my 33 years of practical experience for your benefit and be steadfast in my effort to help you achieve your desired outcome.

Jacquelynn “Jac” Green was named after her grandfather and has called the Tampa Bay area home since 2000. She earned her Bachelor of Science in Management from the Muma College of Business at the University of South Florida. Jac joined Wells Fargo Advisors in 2024 and brings extensive experience assisting clients in the financial services industry since 2017.

Outside of work, Jac and her husband, John, welcomed their first child, Sophia, in January 2024 and share their home with two dogs. She enjoys visiting museums and historical sites, catching the latest action movie in theaters, and relaxing with a good book or a glass of wine—often paired with a board game night among family and friends.