Center Street Capital Advisors (“CSCA”) is pleased to welcome The Green Group to our expanding footprint in Boca Raton, Florida.
The Green Group is comprised of Managing Directors Robert Green and Jeffrey Green, Financial Advisor Jonathan Green and Senior Registered Client Associate Zina Barsoom. A shared obsession with client service and vision for the business makes them a terrific asset for Center Street.
“The reputation and caliber of this team raises the profile of the entire Center Street organization. Our footprint in Boca Raton has strategically expanded with an incredible roster of talent highlighted even further by the additions of Rob, Jeff, Jon and Zina,” says Mark Klein, CEO.
Rob Green, joining as Managing Director of the Green Group, shared his excitement on the transition to independence. “Our journey to independence was filled with careful due-diligence and preparation. We believe our partnership with Center Street will enable us to elevate our practice across many verticals including client service, operational efficiency and access to their firm resources”.
The addition of The Green Group to Center Street brings total custodied client assets to nearly $4 Billion (as of April 2024) and reconfirms our position as one of the top practices on the Wells Fargo Advisors Financial Network. The pipeline of talent seeking a supported and simplified independent model has never been larger. Center Street Capital is well-positioned to capitalize on this fast growing trend.
Gary Wayne, Co-Founder and Managing Partner of Center Street said, “When we were in the conception phase of our 7,000+ square foot office in Boca Raton, we knew if we built it, they would come. The Green Group have landed and we could not be more excited that they chose Center Street to partner in their future success.”
At Center Street Capital Advisors, we are Invested In You! Our supported independence platform provides our advisors with the comforts of a wire house with all the benefits of independence. Great advisors are looking to connect with great people, plentiful resources and forward-thinking ideas. There is a reason we are one of the fastest growing practices on the WFAFN platform.
If you are interested to learn more about the buzz and our story, please reach out and connect.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.