Welcome

With over 50 years of financial planning and investment experience, The Adirondack Mountain Group adds value to our client relationships by helping to uncover and address the financial issues and concerns that are important to our clients, through our discovery and planning process.

Once defined, we work with our clients to address their concerns by introducing, implementing and managing comprehensive investment strategies designed to help them achieve their goals.

More importantly, we believe by communicating with our clients on a consistent basis, we are able to offer our assistance whenever they experience a life changing event, no matter what that event might be. We have found being there for our client when they want to talk about something that’s a concern to them is, quite often, the most important job of all.

We hope you will invest some time to meet with our group to see if we might be able to be of assistance to you.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Wealth Management3
  • 401(k) Rollovers
  • Certificates of Deposit4
  • Estate Planning Strategies5
  • Planning for Individuals with Special Needs6
  • 529 Plans7
  • Annuities8
  • Corporate Cash Management
  • Corporate Retirement Plans9
  • Trust Services10
  • Corporate Trust Services
  • Lending Products
  • Long Term Care Insurance11
  • Life Insurance12
  • Philanthropic Services
  • Endowments and Foundations13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Community Involvement

Paul sponsors and coaches a Challenger Division Team for Saratoga Little League. This program enables boys and girls with physical and intellectual challenges, ages 4-18, or up to age 22 if still enrolled in high school, to enjoy the game of baseball along with the millions of other children who participate in the sport worldwide.

    Community Involvement

    Ambassador for the Adirondack Regional Chamber of Commerce.
    Board Member Tri-County United Way
    Board Member Lower Adirondack Regional Arts Council (LARAC)
    Member of the Glens Falls Kiwanis Club
    Kiwanis Advisor to South Glens Falls High School Key Club

      Location

      20 Maple St
      Glens Falls, NY 12801
      US
      Direct:
      (518) 793-4181(518) 793-4181
      Toll-Free:
      (800) 526-1866(800) 526-1866
      Fax:
      (518) 793-7046(518) 793-7046

      Meet Adirondack Mountain Group

      About Me

      Born and raised in South Glens Falls, Pamela Green is a Morgan Stanley financial-planning veteran. Beginning her career working at the Wall Street office of Shearson American Express more than 3 decades ago, she has witnessed the growth of Morgan Stanley through multiple mergers over the ensuing decades. After gaining invaluable industry experience during her two year tenure in NYC, Pamela relocated to the Glens Falls branch to help her clients achieve their financial goals and objectives.

      Currently Associate Vice President, Financial Advisor, and Financial Planning Specialist for Morgan Stanley Wealth Management, Pamela and her business Partner, Paul Hebert, formed a team in 2010 now known as the Adirondack Mountain Group. The team provides the full range of financial services designed to meet your goals, helping you preserve and grow your wealth, with access to some of the world’s most seasoned and respected investment professionals and premier trading and execution platform.

      Pamela is an Ambassador for the Adirondack Regional Chamber of Commerce, promoting the benefits of the membership to business community, and she has received its Ambassador of the Year Award. She is also member to the boards of Tri-County Way and Lower Regional Adirondack Arts Council and recipient of the Glens Falls Kiwanis Club’s Broderick Memorial Awards for Outstanding Service and Kiwanis Advisor to South Glens Falls High School Key Club.
      Securities Agent: WA, VT, VA, TX, SC, PA, NY, NJ, NC, MI, ME, MA, KY, IN, IL, FL, DC, CA, AZ, AK; General Securities Representative
      NMLS#: 1279409

      About Me

      Paul joined the firm in 2006 after working as a financial Advisor at First Niagara Financial Group and Merrill Lynch.

      In the 19 years he has been in the industry, Paul has focused his efforts on helping his clients attain their financial goals and objectives by introducing, implementing, and managing comprehensive investment strategies driven by a thorough understanding of his client’s needs, garnered through a comprehensive financial planning process.

      Over the past ten years here at Morgan Stanley, he met and formed a working partnership with Pamela Green, which is now known as the Adirondack Mountain Group at Morgan Stanley. The group provides comprehensive wealth management for clients, including assistance with education, investment, retirement, and estate planning.

      In his spare time, Paul sponsors and coaches a Challenger Division Team for Saratoga Little League. This program enables boys and girls with physical and intellectual challenges, ages 4-18, or up to 22 if still enrolled in high school, to enjoy the game of baseball along with the millions of other children who participate in the sport worldwide.  

      Originally from Troy, NY, Paul, his wife and their two children reside in Saratoga Springs, NY.
      Securities Agent: WA, VT, VA, TX, SC, PA, NY, NJ, NC, ME, MA, KY, IN, IL, FL, DC, CA, AK; General Securities Representative
      NMLS#: 1275611
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      Mosaic

      Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
      Make Your Words Memorable

      Make Your Words Memorable

      Master public speaking with savvy tips from the pros.

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      Morgan Stanley and Justin Rose: A Winning Team

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      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Adirondack Mountain Group today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      9Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      10Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
      Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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