Stanley "Stan" Greene has assisted clients with family wealth transfer and business succession planning for over 30 years. He has spent his entire career working with wealthy families and successful business owners in planning the transfer of wealth from generation to generation. Stan also has experience with employee benefits matters.
Before returning to private practice, Stan was a Senior Vice President and Financial Planner in Wachovia Bank's Wealth Management Division. He co-chaired the Family Dynamics Committee, which focused on the human capital and social capital aspects of wealth transfer planning. Prior to relocating to Florida, Stan practiced law in New York City and chaired the Financial Planning Group for a national accounting firm's New York City office.