Gresham, David

Stan Greene is a graduate of Pace College and Brooklyn Law School. Mr. Greene has over 30 years of experience in family wealth transfer planning, business succession planning, and employee benefits. He has spent his entire career working with wealthy families and successful business owners in planning the transfer of wealth from generation to generation.

Before joining the firm, 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, Mr. Greene practiced law in New York City and chaired the Financial Planning Group for a national accounting firm's New York City office. He is admitted to practice in Florida and is a member of the U.S. Supreme Court and U.S. Tax Court bars.