Patty Green
About Patty Green
Patty Green is a Director at UBS Wealth Management, where she has worked as a Financial Advisor since 2008. With previous experience at Morgan Stanley and Bank of America, she specializes in developing tailored wealth management strategies for her clients.
Work at UBS
Patty Green has been a Director at UBS Wealth Management since 2008. In her role, she serves as a Financial Advisor, providing comprehensive wealth management services to clients in the southeast region. Over her 16 years at UBS, she has developed strategies that address both asset and liability management, ensuring that clients receive tailored financial advice. Her focus includes assisting clients with financing for real estate, luxury items, and business or liquidity needs.
Previous Experience at Morgan Stanley
Prior to her tenure at UBS, Patty Green worked as a Financial Advisor at Morgan Stanley from 2005 to 2008. During her three years there, she gained valuable experience in wealth management and client advisory services. This role contributed to her expertise in developing personalized financial strategies for clients.
Career at Bank of America
Patty Green's career began at Bank of America, where she served as a Banking Center Manager from 1996 to 2006. Over the course of ten years in the Tampa/St. Petersburg area of Florida, she managed banking operations and developed her skills in client relationship management. This foundational experience in banking set the stage for her future roles in financial advising.
Financial Advisory Expertise
Patty Green specializes in providing financial advice that encompasses both the asset and liability sides of the balance sheet. She collaborates with other financial advisors to create integrated wealth management strategies that are customized to meet the unique needs of each client. Her approach focuses on developing innovative solutions for financing various client needs.