Broker Check

Green Valley Wealth Management

(336) 676-6900


Relationship Driven

Our focus at Green Valley Wealth Management is on building strong, long-term client relationships. Our relationship with you and an understanding of your goals are the foundations upon which we develop and manage individual plans that meet your ever-changing needs. We provide extraordinary service, clear communication, and individualized planning for each client relationship.

Notable Experience and Resources

As CERTIFIED FINANCIAL PLANNER™ professionals, our fiduciary role assures you receive the highest standard of care in the industry. As a client of Green Valley Wealth Management, you have access to award-winning, institutional investing platforms and technology.


Our decision to work as an independent firm was intentional. Because we have no affiliation with banks, insurance or investment companies, our loyalty is to you – our client. Green Valley Wealth Management is committed to providing you access to a broad array of investment options and planning services designed to help you achieve your financial goals.

During her twenty-year career in the financial industry, Phyllis has been committed to developing solid relationships with her clients. Phyllis holds the internationally-recognized professional CERTIFIED FINANCIAL PLANNER™ designation....

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Susan's career in financial planning is the result of a strong desire to work with clients to help them achieve their long-term financial goals.Susan holds the internationally-recognized professional CERTIFIED FINANCIAL PLANNER™...

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Beth Barton

Director of Client Services

(336) 676-6900

(336) 676-6901

Beth's career in the financial industry spans more than thirty years both with a Fortune 500 company and an independent financial planning firm. She has experience in practice support, marketing and client services. As the Client...

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