Together

We can create a plan for the future you want

The Green Odom Group works with a select group of clients and their families who aspire to achieve financial independence. Our team has developed and refined a process that enables us to identify the financial gaps that exist in the lives of our clients and any potential pitfalls that may stand in the way of reaching that independence.

Our experience, integrity and comprehensive process has helped us to cultivate trusted, long-standing relationships with our clients. For more than 35 years, we have helped our clients grow their assets, mitigate the impact of taxes, manage liabilities and create estate planning strategies that preserve generational wealth

Understanding you means understanding your entire financial world. From caring for each generation of your family to the causes that matter most to you, we'll work together to help you realize your dreams.

- The Green Odom Group

  • Matthew

    Matthew Odom, CFP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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  • Daniel

    Daniel Green, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Paul

    Paul Green

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Cheryl

    Cheryl Nelson

    Director

    Senior Wealth Strategy Associate

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  • Mary

    Mary Adkins

    Team Administrator

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  • Nick

    Nicholas Favaro

    Client Service Associate

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Why work with us?

We offer a disciplined client service model which includes regularly scheduled calls and meetings at an agreed upon frequency and access to us when a need arises. We help with the complex needs of successful professionals and business owners by providing specialized advice and guidance for those looking to transition or exit their business. We work alongside our clients and their trusted advisors to create financial plans which address the individualized needs of each client. We provide access to the global resources of UBS, one of largest global wealth managers in the world.

The Green Odom Group

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020