Evelyn B. Green
Senior Finance Associate
My NET WORTHWHILE™ is being an example to my clients and family on how to live a fulfilling, balanced life.
Evelyn grew up in a family that depended on the expertise of independent professionals to guide business and financial decisions. After seeing first hand, what can happen when there is not a personal, vested relationship between the professional and family, she knew she wanted to a part of a team that truly acts in a client’s best interest and cares deeply about their NET WORTHWHILE.
As a client care associate, she ensures that clients receive exceptional service and that all their account needs are being met. Evelyn also provides comprehensive account support services, including researching and responding to client inquiries, processing account openings and closings, assisting with account distributions, and portfolio accounting and reporting.
Prior to joining SignatureFD, Evelyn worked for the Metro Atlanta Chamber of Commerce. She holds a bachelor’s in business administration from the University of Georgia’s Terry College of Business.
Evelyn is actively involved in Northside United Methodist church and the Atlanta Classical Academy.
PROFESSIONAL & CIVIC AFFILIATIONS
Member, University of Georgia Alumni Association
Bachelor of Business Administration, University of Georgia
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.