Jeff Green
Financial Advisor & CEO of Winstone Wealth Partners
- Role
- CEO, Founder & Financial Advisor at Winstone Wealth Partners
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jeff Green
I’m driven by a singular mission: to help others succeed—and that passion is what led me…
Experience
CEO, Founder & Financial Advisor
Aug 2008 — Present · Houston, TX, US
Provide holistic financial guidance to ultra-high-net-worth individuals and multigenerational families Specialize in retirement planning, investment management, and complex wealth transfer solutions Design and manage customized portfolio strategies informed by market trends and risk alignment Deliver personalized investment strategies grounded in 25+ years of Wall Street and advisory experience Serve as a mentor to rising advisors and foster a team culture centered on trust and performance Guide the Leadership Team to support the practice’s strategic vision, growth, and client-first philosophy Exciting news: Green Financial Group, founded in 2008, has rebranded to Winstone Wealth Partners as of June 2025. This name change reflects our growth, the strength of our team, and our commitment to providing exceptional wealth management. Visit our new website for more info: Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Winstone Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
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