Our team approach is a key element to our success as a firm and to your positive experience as a client. This combination of multiple perspectives and expertise allows us to provide comprehensive solutions to complex issues.

Our team comprises of over 150 years of experience in the financial services industry. When you call with questions, you get an experienced professional who can get you the right answers in a timely fashion. You get real people with real experience and a strong commitment to exceeding your expectations.

Meg Green, CFP® Chief Executive Officer

Todd Battaglia President

Christina Allman, CFP®³ Sr. Financial Planner

Sean O'Halloran³ Sr. Wealth Manager

Kevin McGann¹ Vice President, Chief Operations Officer

Mallory Mangrum¹ Chief Information Officer

Hugo Calenzani³ Sr. Investment Strategist

Tere Spiegel Sr. Client Services Associate

Jeremy Bailey² Client Services Associate

Amy Ortigosa Client Services Associate

Gigi Wright Executive Assistant

Meg Green and Todd Battaglia offer securities and investment advisory services through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Meg Green and Todd Battaglia also offer Advisory & Financial Planning services through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

¹ Securities offered through Royal Alliance Associates, Inc.

² Registered assistant with Royal Alliance Associates, Inc.

³ Investment advisory services offered through Royal Alliance Associates, Inc., a registered investment advisor.

©2010 Meg Green & Associates. All rights reserved.