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Marly Green

Planning Coordinator

"My passion lies in building relationships with clients to help them achieve their financial goals."

205.208.8663 Send Email

A graduate from the University of Alabama, Marly majored in Finance and Marketing.  She joined us in 2020 after spending a year overseas serving with Campus Crusade.  Through this philanthropic experience, she found joy in helping others and passion for building trusted relationships.

As a planning coordinator, Marly is involved with client meeting preparation, data gathering during meetings, and following up on action items.  She assists advisors in reviewing portfolios and acts as a liaison between the financial advisors and the Bridgeworth planning department.

As a Birmingham native, Marly enjoys experiencing new restaurants in the area.  She also likes to stay active, travel, and spend time with family and friends.  She is a member of Briarwood Presbyterian Church.

Education

  • University of Alabama, 2019
    Bachelor of Science in Commerce and Business Administration, Finance and Marketing