Marly Green

Marly Green has been involved in the financial services industry since 2020. She began as an Associate Advisor with Bridgeworth Wealth Management, where she supported senior
advisors in client meetings, developed financial strategies, and coordinated with
planning teams. Following Bridgeworth’s merger with Savant Wealth Management in
2023, Marly advanced to Financial Advisor. In this role, she leads client relationships,
conducts portfolio reviews, and provides comprehensive financial planning to support
long-term goals.
Marly is actively engaged in the profession as Pro Bono Director for the Financial
Planning Association of North Alabama, where she coordinates outreach initiatives
and promotes access to financial planning resources. She is also a member of the
Rotaract Club of Birmingham and was recognized as a 2023 Birmingham Business
Journal NextGen in Money honoree.
She earned her Bachelor of Science in Finance and Marketing from the University of
Alabama.