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Ben Greene, CFP®

Ben Greene, CFP®

Vice President, Planning & Wealth Management

Ben graduated from the University of Montevallo in 2002.  In August of 2004, Ben joined Vision Financial Group as Director of Planning.  Since that time he has held various roles and now serves as a Senior Advisor and Vice President of Planning and Wealth Management.

Ben and his wife Melody have been married since August of 2002. They currently reside in Hoover with their daughters Jackson & Jane and their dog Daisy. They are active members of Briarwood Presbyterian Church. Ben’s hobbies include cars, athletics, and most anything outdoors.

Please be advised that Ben Greene is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds a series 6, 7, 63, and 65 securities licenses.

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory
services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Vision Financial Group, Inc. is independent of Concourse Financial Group Securities, Inc.