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Bailey G

Series 65

Madison, WI

Goldstein Advisors, LLC

Bailey Greene is an advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 credential and has been with the firm since 2025. Prior to joining Goldstein Advisors, Greene worked at Dick's Sporting Goods and has experience in various roles, including at educational and recreational organizations. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary assets for over 1,000 clients. The firm offers tailored portfolio management, financial planning, pension consulting, and tax preparation services, utilizing discretionary strategies and model portfolios across a range of risk profiles.

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