Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2023

About Stephen

Stephen Greene is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

Stephen joined the firm in 2023 with his colleagues from First Republic, where he was a Vice President and Wealth Manager. Prior to that, he was a Senior Wealth Planner at Merrill Lynch and UBS. In 2008, Stephen began his career as a Registered Representative at the Ayco Company, a subsidiary of Goldman Sachs.

Inspired by the clients he serves and the lives they lead, Stephen enjoys the dynamic nature of his role – assisting with cash management, exit, estate and tax planning strategies, as well as interacting with investment bankers, CPAs and attorneys.

More than anything, Stephen feels fortunate to work directly with clients who appreciate the value he provides. Stephen recognizes that clients' goals don't always have dollar signs in front of them. Instead, they are often defined by "people and purpose."

Stephen earned a Bachelor's from SUNY Oneonta. He is a Chartered Financial Consultant®(ChFC®) and a Chartered Retirement Planning CounselorSM (CRPC®).

A "courageous" sports fan, Stephen follows in the footsteps of his father, a proud Buffalo Bills supporter, even while living in New England. Specifically, he resides in Braintree, Massachusetts with his wife, Julie, a teacher, and their two young sons.

Chartered Financial Consultant®("ChFC®") are registered trademarks owned by The American College of Financial Services. Chartered Retirement Planning CounselorSM or CRPC®are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.

Insights

Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.