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Senior Wealth Advisor

Austin Green, CFP®

Austin Green

Senior Wealth Advisor
 

Austin Green is a senior wealth advisor for Mountain America Credit Union and has been with us since 2011. He works with members in Salt Lake City, Tooele and Albuquerque and manages more than $70 million in client assets. He is a CERTIFIED FINANCIAL PLANNER™, which gives his clients peace of mind knowing he has advanced experience and a higher standard in placing clients’ needs first.

Austin was named as one of the Top 100 Bank Advisors in the country by Bank Investment Consultant in 2016. His ranking of #57 nationally was the highest achieved by any Utah advisor. Prior to joining Mountain America’s Wealth Management team, Austin was a vice president for Wells Fargo Private Banking. As a private banker, he managed a portfolio of assets and loans for high net-worth individuals in the Salt Lake Valley.

Austin’s expertise is in 401(k) and IRA rollovers and creating financial retirement plans for conservative individuals.

During his free time, he is an avid golfer and skier. He lives in Salt Lake City with his wife and three sons.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Top 100 Bank Advisor (#57 Nationally)
  • Bachelor of Science—University of Utah

Branches Served
Glendale—Redwood Rd.
Rose Park—700 N.
Salt Lake—735 S.
Salt Lake—325 S.
Stansbury Park
Tooele
Albuquerque—Golf Course Rd.
Albuquerque—Paseo Del Norte Blvd.


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