Marly K. Green

CFP®

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

101 25th Street North Suite 100 Birmingham, AL 35203
205.208.8700

Marly has been involved in the financial services industry since 2020. She was an associate advisor with Bridgeworth until it joined with Savant in 2023. Prior to joining Bridgeworth, Marly spent a year overseas serving with Campus Crusade.

Marly earned a bachelor of science degree in commerce and business administration with a focus on finance and marketing from the University of Alabama. She is a CERTIFIED FINANCIAL PLANNER™ professional and serves as the pro bono director for the Financial Planning Association of North Alabama.

Marly serves on the Restoration Academy Advisory Council. A Birmingham native, she and her husband Will reside in Mountain Brook and are members of Faith Presbyterian Church. Marly enjoys experiencing new restaurants in the area and likes to stay active, travel, and spend time with family and friends.


Education &
Designations

  • University of Alabama
    Bachelor of Science in Commerce and Business Administration with a focus on Finance and Marketing
  • CERTIFIED FINANCIAL PLANNER™ professional

 

Affiliations &
Community Service

  • Financial Planning Association of North Alabama – pro bono director
  • Restoration Academy Advisory Council – member
  • Faith Presbyterian Church – member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.