Financial Expert: Evelyn Green

Evelyn B. Green

Senior Finance Associate


My Net Worthwhile® is being an example to my family of 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 firsthand what can happen when there is no personal, vested relationship between the professional and family, she knew she wanted to be part of a team that truly acts in a client’s best interest and cares deeply about their Net Worthwhile®.

As the senior finance associate, she ensures that client quarterly reports and invoices are accurate. Evelyn collects and reconciles management fees each quarter to help confirm that clients receive exceptional service and that their account needs are 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.

Before 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 and is a member of the UGA Alumni Association.

Evelyn is actively involved in Peachtree Presbyterian Church and  Whitefield Academy.


*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.