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David Green

Founder, Principal Wealth Manager, President and CCO

Ever Green Wealth Management

United States, New York, Rochester

About Me

David founded Ever Green Wealth Management in May of 2018 with the intentions of building a financial practice that always acts in your best interest. His promise to his clients is “your interests will always take precedence over ours.” He has over 32 years of experience helping families, individuals, and business owners make difficult decisions that affect their long-term goals and happiness. He started early and gained valuable experience in real estate and home building that taught him how to really listen to the client's needs and goals in order to foster the results that mattered to them. For over a decade and a half, he managed a local office for an international investment firm whe

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Profile Information

Founder, Principal Wealth Manager, President and CCO

Ever Green Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Rochester

New York

United States

Sep 11, 2024

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