My Story

You deserve to sleep well at night, knowing that you have done everything possible to safeguard your family’s financial future. In fact, we believe in that concept so strongly that we created the SWAN (Sleep Well At Night) portfolio, whose goal is to provide your invested assets with low volatility and consistently strong returns. The path to achieving a sense of financial ease is different for everyone. That’s why we focus first and foremost on designing and maintaining a financial plan that is customized to your needs. Along with my partner Bill Ward, I work to align your financial resources with all of your goals and priorities.   I can play the role of strategic partner in your family’s life, whether it’s funding your children’s education, your personal retirement, or your legacy dreams.  Your financial success is founded on a strong financial plan. My client-focused approach to creating plans for our affluent clients is guided by nearly two decades of industry experience, by my knowledge and skills as a Financial Advisor, and by my commitment to your stated goals.Bill, Sydney and I are dedicated to providing you with the very best customer service. Our financial planning process is both proactive and ongoing. We are able to change course when your life takes an unexpected turn and still ensure you are staying on track to meet your goals.After earning a bachelor’s degree in business administration from Wright State University, I entered the financial services industry in 2000. I began with a small, family firm in Pittsburgh, learning how to meet the unique needs and splendid idiosyncrasies of ultra-wealthy families. In 2003, I moved back to the Dayton area and joined Morgan Stanley Smith Barney. Bill Ward and I began working together in 2009.Outside of work, I spend most of my free time coaching my two young daughters in basketball and volleyball. My husband is a Gulf War Veteran and we have been married since 2001.
Securities Agent: TX, OH, WI, WA, VT, VA, UT, TN, SC, OR, NY, NH, NC, MT, MS, MO, MI, MD, KY, KS, IN, IL, GA, FL, DC, CO, CA, AZ, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Service Team

  • Sydney Seitz
    I joined Amy and Bill in January 2018.   I started in the financial industry in 2014 with UBS.  I am a graduate of Wright State University with a bachelor's degree in Human Resources and Business Management.  I pride myself in giving great customer service.   Outside of work I enjoy attending concerts with friends and family and spending time with my dog Lola.


7777 Washington Village Dr
Ste 100
Dayton, OH 45459
(937) 312-2224(937) 312-2224
Investment and Market Perspectives

On the Markets


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.


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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.


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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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Ready to start a conversation? Contact Amy E Meredith-Green today.
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