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Gregory G

Series 63, Series 66

Fruita, CO

D.A. Davidson & Co.

Gregory Green is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He previously worked at Edward Jones for 24 years before joining D.A. Davidson in 2023. Outside of his advisory role, Green serves as President of the Board for the Ute Water Conservancy District in Grand Junction, CO, and owns a farming business providing land and equipment for certified organic seed production. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides varied advisory services under the Advisers Act fiduciary standard, including ERISA retirement plan advice, financial planning, and a private wealth program for clients with substantial assets.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Gregory G

Series 66

Fruita, CO

D.A. Davidson & Co.

Gregory Green is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has 12 years of industry experience, including 11 years at Edward Jones prior to joining his current firm. Outside of his advisory work, he is a musician and a member of El Camino Burnout, Ltd. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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