Stephanie E. Green – Smith Barney Financial Advisor

Stephanie Green is honest. However, she is not taking new clients unless you have at least 500,000. Anything less is chump change.
I have been at Smith Barney over 10+ years and got assigned a different broker each year from the Berkeley branch. None of the brokers took the time to call me unsolicited after each change to introduce themselves. I was disappointed with this branch.

Stephanie Green is the BEST financial services person I have ever used. I am a long-​time client of Smith Barney and when I moved from San Diego to Berkeley, I kept my San Diego-​based broker. He left and I was assigned one within the San Diego office. He was a total jerk! He kept calling to «pitch me ideas» and when I said, «I like it, I’ll invest $ 500 into it.» he became almost violent towards me. Why am I wasting his time, etc. Pretty soon, he became more and more of a jackass. To the point where I reported him and his actions to his Branch Manager. I then discovered that there was a Smith Barney office about four blocks from my house. I was randomly assigned Stephanie, I think she was new and «making her bones», so they threw me to her. In the next ten years, I’ve seen her grow into a fantastic broker who ‘gets’ what her clients want and need.
To her credit, she is also like a good wife or friend who can tell you «no, you shouldn’t do that». She is in the business of LONG-​TERM investing with financial products AND clients.
Though all the challenges, positive and negative, she’s been a rock that I’ve built my financial foundation.
She no longer has to troll for new clients, but if you can get her for yours, you have scored a winner.