Time to do great things

Start planning your future now

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Daniel

    Daniel Green, CEPA

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    As part of our group’s comprehensive financial advisory services, Daniel focuses on helping clients prepare for the transition of selling a business and provides advice on investments, retirement, and estate planning. Daniel is also a Certified Exit Planning Advisor (CEPA®) with the Exit Planning Institute.

    Daniel is passionate about guiding individuals, families, and entrepreneurs toward achieving and maintaining financial independence. Daniel is actively involved in many organizations within his local community and is most proud of his role on the Board of Directors at The Great Smoky Mountains Institute at Tremont.

    Daniel and his wife Sissy have six children, Henry, Archie, Walt, Bert, Dutch, and Duke. Daniel enjoys playing tennis, woodworking projects, coaching youth sports, and is a blackbelt in Isshin-ryu Karate. 

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Tennessee, Finance
    • Certified Exit Planning Advisor
    Banking
    Financial planning
    Estate planning strategies
    Exit planning
    Multi-generational families
    Entrepreneurs
    Corporate executives
    Business succession
    800 South Gay Street
    Suite 2600
    Knoxville, TN 37929
  • Nick

    Nicholas Favaro

    Client Associate

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    • TN

    As a Client Service Associate, Nick will be the first point of contact for many of our clients. This includes communicating with clients about their accounts and financial plans as well as our group’s financial services. Nick is committed to ensuring that all client needs are met and questions are answered and he leverages his past experience in customer and financial services to strengthen client relationships and help our clients achieve their financial goals. Nick has passed the SIE (Securities Industry Essentials®) Exam and holds Series 6 and 63 licenses. He also holds his insurance license for life and health.

    Nick is a Knoxville native and a graduate of Transylvania University. During his time at Transylvania, Nick was a member of the Men’s Soccer Team and his passion for the game continues to this day. Outside of the office, Nick can be found playing soccer, hiking, fishing, or cheering on the Tennessee Volunteers.

      • Transylvania University
        Banking
        Cash management
        Education planning
        Asset allocation
        401(k) plan services
        Impact investing
        Business owners
        800 South Gay Street
        Suite 2600
        Knoxville, TN 37929
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        Sissy Green

        Client Associate

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          Sissy is responsible for the development and implementation of the unique concierge service we provide at the Green Group. In addition, Sissy works closely with clients building relationships and walking them through any questions they may have. Every day, she strives to create an outstanding experience for our clients.

          Sissy attended the University of Tennessee where she majored in Journalism and Electronic Media. After a few years of working in cable news in Manhattan, Sissy moved back to Knoxville where she had the gift of staying home to raise her 6 children. She is excited to begin a new venture with her husband, Daniel, helping to provide exceptional service to the business. 

                800 South Gay Street
                Suite 2600
                Knoxville, TN 37929
              • Paul

                Paul Green

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • DC
                • FL
                • GA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • MI
                • MN
                • MO
                • MS
                • NC
                • NE
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TN
                • TX
                • VA
                • WA
                • WI
                • WV

                Paul brings more than 35 years of successful financial experience to the clients of our group. He provides the leadership and vision for the team and works closely with each client to help them achieve financial independence. He has consistently been named to the top of the list of successful financial advisors throughout the United States. Paul earned his bachelor’s degree from the University of Tennessee and has also attended executive courses at the Wharton School of Business. He holds Series 7, 66, and state life and variable annuity insurance licenses.

                Paul enjoys helping clients to better understand the importance of becoming financially independent and takes joy in helping them to achieve it. He is also extremely active in the local community to include serving on the board at the Diocese of Knoxville. 

                Paul and his wife Pat have been married for more than 35 years. They have three grown children, Daniel, Bradley and Alex, four grandsons, and two granddaughters. When he’s not in the office, Paul is an avid racquetball and handball player and spends time at his horse farm, tending to his grapes, and enjoying his family and friends.

                  • University of Tennessee
                    Legacy planning
                    Retirement planning
                    Business succession
                    Investing
                    Multi-generational families
                    Executive compensation
                    800 South Gay Street
                    Suite 2600
                    Knoxville, TN 37929

                  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.

                  A team approach

                  Financial planning

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                  Private business owners

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager