By mid-career, you may already have retirement savings, workplace benefits, and insurance in place. Even so, important questions can remain: Is your family adequately protected? Are you prepared for future responsibilities? Do the choices you have made still fit the life you are building?

I work with family-focused professionals building established careers in technology-driven, sales-oriented, and operationally complex organizations. Many know financial action matters and have already taken some initial steps, but they want greater clarity about what to address next and where to begin.

Our conversations may cover family protection, life insurance, long-term-care considerations, disability insurance, annuities, lifetime income, college funding, and retirement-related needs. I consider each situation from multiple angles, explain why an option may or may not fit, and welcome thoughtful questions. The focus is on informed decisions without unnecessary pressure.

My approach is shaped by approximately 10 years of experience across private wealth management, financial-services operations, client accounts, and collaborative financial-services roles. I bring that perspective to ongoing relationships centered on clear reasoning, practical next steps, and support as family priorities and responsibilities change.

Adam N. Green
610-716-9471
angreen@ft.newyorklife.com

Registered Representative offering securities through NYLIFE Securities LLC, (member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
I'm authorized to offer life insurance from New York Life to AARP members.
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
I am not licensed in all jurisdictions.
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Timonium II Building
1954 Greenspring Drive
Suite 700
Timonium, MD 21093

Nearby Communities

State Edition

National Edition

Disco Babies Halloween Program

Disco Babies Halloween Program

Florence: Days of Destruction film screening

Florence: Days of Destruction film screening

50's Night - College Park Moose Lodge #453

50's Night - College Park Moose Lodge #453

Family Science Night "STEM-ulate Your Mind"

Family Science Night "STEM-ulate Your Mind"

College Park Day 2011

College Park Day 2011

College Park Day

College Park Day

Little Patuxent Review Call for Submissions

Little Patuxent Review Call for Submissions

Women on the Border: Maryland Perspectives of the Civil War

Women on the Border: Maryland Perspectives of the Civil War

Fall Festival

Fall Festival

Berwyn Day

Berwyn Day

4th Annual Downtown Hyattsville Arts Festival

4th Annual Downtown Hyattsville Arts Festival

Dance Showcase

Dance Showcase

Poetry Classes

Poetry Classes

Art Classes

Art Classes

Food & Water watch College Park Farmers Market Meetup

Food & Water watch College Park Farmers Market Meetup

21st ADA Anniversary Celebration

21st ADA Anniversary Celebration

Air Mail Day @ the College Park Aviation Museum

Air Mail Day @ the College Park Aviation Museum

Summer Outdoor Movie Series: Despicable Me

Summer Outdoor Movie Series: Despicable Me

Job Fair at Barking Dog

Job Fair at Barking Dog

Meet Phineas and Ferb with Radio Disney AM 640!

Meet Phineas and Ferb with Radio Disney AM 640!

35th Annual Summer Flute Recital

35th Annual Summer Flute Recital

Cheverly Community Market

Cheverly Community Market

Little Patuxent Review Launch Reading

Little Patuxent Review Launch Reading

Award-Winning Gospel Artist Yolanda Adams Comes to Landover to Inspire African American Community to “Believe in Healthy BP”

Award-Winning Gospel Artist Yolanda Adams Comes to Landover to Inspire African American Community to “Believe in Healthy BP”

Annual Dinner of National Museum of Language

Annual Dinner of National Museum of Language

WWII Swing Dance

WWII Swing Dance

Strawberry Festival at Adelphi Friends Meeting

Strawberry Festival at Adelphi Friends Meeting

University Christian Church Musical "Where Jesus Is"

University Christian Church Musical "Where Jesus Is"

"I Spy Chicago" a youth dance recital

"I Spy Chicago" a youth dance recital

1st Annual Family Festival

1st Annual Family Festival

Now What?! A fun and informative look at adult ADD

Now What?! A fun and informative look at adult ADD

Mount Rainier Farmers Market

Mount Rainier Farmers Market

Springfest

Springfest

The Effect of Gamma Rays on Man-in-the-Moon Marigolds

The Effect of Gamma Rays on Man-in-the-Moon Marigolds

Free Comic Book Day

Free Comic Book Day

University Christian Church Movie Night

University Christian Church Movie Night

Afternoon Aviators

Afternoon Aviators

Explore@NASA Goddard - Free Open House

Explore@NASA Goddard - Free Open House

The Answer is You - An evening with Michael Beckwith and Rickie Byars Beckwith