President of Team Edge Consulting, designs and delivers consulting and coaching solutions for Wealth Advisory firms and teams in the financial services industry. John has over 25 years of industry experience, including roles as a Financial Advisor, Branch Manager, and Director of Team development at Morgan Stanley and predecessor firms. As President of Team Edge Consulting, John provides keynote presentations and leads dynamic and impactful workshops on key elements of successful Wealth Advisory Teams. He has personally coached many of the industry's top producing advisors and teams, including advisors in the Barron's 100.
John has an MBA in Finance from Drexel University and a BA in Business from Penn State. He lives in suburban Philadelphia with his wife Maura and their two children.
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LYNDA SVENSON GREEN
Consultant, Team Edge Consulting LLC, assists financial advisors in shaping the future of their business models through coaching. She brings over 30 years of financial services experience. In 1989, she started as a Financial Consultant with Merrill Lynch in Los Angeles and transitioned her business to Smith Barney where she built a substantial consultative financial and retirement planning practice. Lynda has worked with 1000s of advisors to grow their businesses, run more efficient practices and increase their competencies in her 12 years in various management roles as a Divisional and National Training Officer, a Branch Manager, and a Business Development Manager. Most recently, Lynda was a consultant for 6 years with KAR Consulting. Lynda holds a BS degree in mathematics from UCLA. Prior to the financial services industry, she was a financial analyst for CBS/MTM Studios and an associate engineer on the space shuttle at Rockwell International. Lynda currently resides in Carmel, Indiana, with her husband, Mike. They have ten-year old twins, and an adult son.
Every Team Edge coaching engagement is 1:1 with a 25 + year Financial Services industry veteran who has personally been an advisor, built a successful practice, and has a track record of helping others achieve success.
Consultant, Team Edge Consulting LLC, has over 33 years of experience in the financial services industry, beginning his career as a financial advisor with Shearson Lehman Brothers. In 1995, he transitioned to training new advisors with Smith Barney as a starting point to a long career in branch management for Smith Barney and Morgan Stanley. His last position with Morgan Stanley was as complex manager in Chicago, leading an organization of over 200 advisors with combined assets under management of $25 billion and revenue of over $200 million. His accomplishments with that group included growing fee-based business to over 75% of total revenue and building a team-oriented culture amongst the advisors. Bob worked with multiple Barron’s top financial advisors in the complex to help them improve their productivity and efficiency. Most recently, Bob was the Head of Ziegler Wealth Management for four years prior to beginning his consulting career. He lives in Hinsdale, IL, with his wife Becky.