Adam N. Green

Financial Professional

Adam N. Green is a Financial Professional with New York Life, bringing nearly a decade of experience in private wealth management, insurance, and wealth strategy. He graduated from Washington College in Chestertown, Maryland in 2016 and began his career with Morgan Stanley in Baltimore, where he developed a strong foundation in Private Wealth Management, client account servicing, customer support, and fixed income strategies. This experience shaped his disciplined, client-first approach and deep understanding of how to help individuals and families build, protect, and preserve wealth.

Today, Adam works with individuals, families, and business owners to develop extensive strategies aligned with their long-term goals. His areas of focus include life insurance, long-term care solutions, college funding, retirement preparation, and tax-advantaged accumulation strategies. He also works with business owners to implement employee benefits solutions, including employee whole life, term life, and disability coverage, helping protect both their people and their organizations. Adam takes pride in building long-term relationships and providing guidance through every stage of life, from wealth accumulation to protection and legacy planning.

Adam resides in Annapolis, Maryland with his wife, Christy, and their newborn son, Joel. Outside of work, he enjoys golfing, traveling with his family, and spending time in South Carolina with his parents. He is passionate about helping the families and businesses in his community achieve financial clarity, confidence, and long-term security.