Our Story

Over 30 years ago, we started with two very simple concepts: One on the markets and one on the art of managing capital for clients. Our beliefs are as follows:

On the markets: The over-concentration of the United States populace in the age group roughly defined as baby boomers can drive markets up as they en masse try to do the same thing at the same time, which is to save for retirement. However, as they en masse try to live on their wealth or require their pension plan to do it for them to retire, the net forced sales every day can make capital worth less. Interest rates have marched toward 0%, public stocks, private industry valuations, and tangible assets like real estate or oil can all struggle while having extreme volatility. This population imbalance is a long term problem and, as such, can be difficult to see in our short term sound bite society.

On the art of managing capital: When a client converts from employment to partial or full retirement, they have usually come to a realization about their wealth. They realize that, to the degree acceptable to them, they have won the money game. At that point in life, a loss in capital is an undoing of a dream. A professional financial advisor, like a professional athlete, realizes that after a game is won, a new game plan is needed to secure the win while running out the clock. This is especially true in our world of imbalances. Efforts to manage risk and volatility take on a whole new meaning.
Services Include
  • 401(k) Rollovers
  • Wealth Management1
  • Retirement Planning2
  • Qualified Retirement Plans3
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

2370 South Linden Rd
Flint, MI 48532
US
Direct:
(810) 230-2920(810) 230-2920
Toll-Free:
(855) 721-5128(855) 721-5128

Meet The Green Group

Photo of Thomas Green

Thomas Green

Executive Director, Financial Advisor, Senior Portfolio Management Director

Phone:
(810) 230-2926(810) 230-2926
Photo of Gary Wooden

Gary Wooden

First Vice President, Financial Advisor, Senior Portfolio Management Director

Phone:
(810) 230-2933(810) 230-2933

About Me

Tom is a graduate of the University of Michigan with a Bachelor of Business Administration degree in Finance.  He completed the Senior Financial Advisor Program at The Wharton School of the University of Pennsylvania in 2000. 

Tom has been a Financial Advisor since 1983, and holds a variety of securities and insurance licenses including FINRA Series 7, 8, 63, and 65 as well as Life Insurance and Variable Annuities.  

An avid pilot, Tom is licensed for land-based and seaplanes, both single and multi-engine.  As a water-lover, he enjoys long distance swimming and scuba diving.

Tom’s community and charitable activities center around providing Catholic education opportunities to families who desire but cannot necessarily afford the programs.

Tom and his wife Sharon have three grown children.  They enjoy spending time up north, in the air, and in the water.
Securities Agent: TX, MI, WI, VA, TN, SC, RI, PA, OH, NY, NV, NM, NJ, NH, NC, MS, MO, MN, MD, KY, KS, IN, IL, ID, IA, HI, GA, FL, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1290661

About Me

A Financial Advisor, Karen has been in the financial services industry since 1980, registered since 1985.  She carries FINRA Series 7, 63, 65, and 31 registrations.  Karen is also licensed for Life Insurance and Variable Annuities.  Karen attended the American College for Financial Planning from 2000-2003. 

Karen is the current Treasurer for Zonta Club of Flint and has been a Zonta Board Member since 2005.  An enthusiastic philanthropist, Karen is involved with numerous other local charitable organizations including Whaley Children’s Center and St. Luke’s New Life Center.

Karen and her husband Roger are very family-oriented and have two children and one grandson.  They enjoy spending their spare time with their family locally and in northern Michigan, enjoying all four seasons in the great outdoors.
Securities Agent: TX, MI, IL, WI, VA, TN, SC, RI, PA, OH, NY, NV, NM, NJ, NC, MO, MN, MD, KY, KS, IN, ID, IA, HI, GA, FL, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1279204

About Me

A Financial Advisor since 1990, Gary graduated from the University of Michigan with a Bachelor of Arts degree in Industrial Psychology and from Ashland Theological Seminary with a Master of Divinity degree.  Gary has continued his education with industry registrations and licenses, including Series 7, 63, and 65, as well as the National Commodities Futures Exam, Series 3.   

Gary is licensed for Life Insurance, Variable Annuities, and Long Term Care coverages.  A student of the markets, he regularly attends industry conferences, and has taken part in such courses as Lump Sum Distributions, and Asset Allocation and Estate Planning. 

A member of the Michigan Society of the Sons of the American Revolution, Gary is the past State Treasurer and Chairman of the Finance Board as well as past president of the local chapter. 

He and his wife Sharon have three grown children and six grandchildren.  They enjoy spending time up north riding ATVs, snowmobiling, fishing, and doting on their grandchildren.
Securities Agent: MI, IL, WI, VA, TX, TN, SC, RI, PA, OH, NY, NV, NM, NJ, NC, MO, MN, MD, KY, KS, IN, ID, IA, HI, GA, FL, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1272831

About Me

Steve attended Ferris State University from 1979-1980 and 1982-1985.  A Financial Advisor, Steve joined the financial services industry in 1997, and has earned numerous FINRA registrations including Series 7, 63, 66, and 31.  He is also licensed for Life Insurance, Variable Annuities, and Long Term Care coverage.

Steve continues to keep his skills sharp by attending industry courses including the Lump Sum Distribution and Retirement Planning courses. 

An avid photographer, Steve is known for his sharp eye, both as a Financial Advisor and as a photographer.  Parents of two, Steve and his wife Marsha have supported the Grand Blanc High School Hockey team and the Grand Blanc High School Girls Swim team.
Securities Agent: TX, MI, WI, VA, TN, SC, RI, PA, OH, NY, NV, NM, NJ, NC, MS, MO, MN, MD, KY, KS, IN, IL, ID, IA, HI, GA, FL, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1272948

About Me

Mark has been a Financial Advisor since 1992.  From 1978 to 1981, he attended Oakland City College in Indiana and University of Michigan-Flint.  Mark carries the FINRA Series 7, 63, 66, and 31 registrations, and successfully passed the Lump Sum Distribution course.  Mark is also licensed for Life Insurance and Variable Annuities. 

Mark is well-versed in Social Security filing strategies and keeps up to date on the markets. 

Mark has been involved in local youth sports since 1994.  He is a member of the Genesee County Coaches and Officials Association, and has served in the past as Secretary of this organization; he is the current President of Swartz Creek Youth Athletics.  Mark officiates local high school basketball and football games, emphasizing the lifelong benefits of athletics and sportsmanship.  

Mark is an avid golfer and enjoys sports, particularly outdoors.  Mark and his wife Debbie raised two children and are the proud grandparents of three.
Securities Agent: TX, MI, WI, VA, TN, SC, RI, PA, OH, NY, NV, NM, NJ, NC, MO, MN, MD, KY, KS, IN, IL, ID, IA, HI, GA, FL, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1268423

About Me

Sharon has been in the financial services industry since 1981, and with Morgan Stanley since 1990.  She carries numerous FINRA registrations including Series 7, 9, 10, 63, and 66.  Currently a Group Director, Sharon has served in numerous roles in the industry including Operations Manager and Business Service Manager.  She taps into her vast experience and leads with a “clients first” attitude.

Sharon has been a dedicated Zonta Club of Flint volunteer since 2006, having served in numerous capacities, including board member and President.  She is also an active volunteer with Whaley Children’s Center.

Sharon and her husband Tom love to spend time with their family and traveling together.  A licensed pilot since 2009 and a certified scuba-diver, Sharon enjoys time in the air and under the water.  On land, Sharon enjoys reading and crafts.

About Me

A Senior Client Service Associate, Mary has been in the financial services industry since 1984, and a member of The Green Group since 2000.  Prior to that, Mary earned her Associate’s degree from Baker College, majoring in computer programming. 

Mary enjoys building and maintaining relationships, and enjoys talking to clients about their lives, their hopes, and their dreams. 

Mary is an active member and volunteer at Holy Redeemer Church.  She serves regularly as a Eucharistic minister and has been a youth teacher, educating students in first through sixth grades. 

Mary is an avid reader who also enjoys scrapbooking and other crafts.  She and her husband Dave have three grown children and six grandchildren.  In their spare time, they enjoy camping in the great outdoors, and spoiling their grandchildren.

About Me

A graduate of Western Michigan University, Taylor earned her Bachelor of Arts degree in Telecommunications and Information Management.  A sorority sister with Alpha Omicron Pi, Taylor was also a member of the Leader’s Council.

Taylor joined The Green Group at Morgan Stanley in 2017 as a Client Service Associate and is the team’s technology specialist.  Prior to joining Morgan Stanley, Taylor was an Operations Manager for a photographer based in Oklahoma and Texas.

An avid volunteer for the Michigan Lupus Foundation, Taylor looks forward to taking part in the annual Lapeer Walk for Lupus.

 In her free time, Taylor enjoys playing the guitar, upcycling vintage items for her home, and spoiling her cat Oliver.

 

About Me

A Client Service Associate with The Green Group, Jessica joined Morgan Stanley in 2017.  Her previous experience includes over two years in the banking industry and over five years in customer service.  

Jessica has a big heart for fostering homeless animals, especially puppies and kittens, and she is a past participant in The Crim race. 

Known for her love of classic 80’s movies and a good joke, Jessica is also passionate about traveling and spending time with her family.

About Me

Emily joined The Green Group at Morgan Stanley in 2018.  A graduate of Powers Catholic High School, Emily attended Baker College and Ferris State University. 

Always willing to support her local community, Emily is a member of the Zonta Club of Flint as well as Big Brothers/Big Sisters. 

Very active in the Michigan outdoors, Emily enjoys all four seasons.  She plays softball, hikes, swims, and enjoys boating and tubing.  Her indoor interests include crafting, painting, and watching movies. 

Whether at home or up north, Emily and her husband Trevor love spending time with their families and their adorable rescue pup Waffles.

Investment and Market Perspectives

On the Markets

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.

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.

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.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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.

More from Morgan Stanley

Reserved | Living & Giving

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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
Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
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.
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

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The Green Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

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.

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CRC 2019752 10/2018