William Green, CFP® in

William Green, CFP®

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President at MillCreek Financial Consultants
📍 Tallahassee Metropolitan Area, United States

William Green is the President and founder of MillCreek Financial Consultants, a firm he established in 2015 to eliminate financial anxiety for clients. A Certified Financial Planner® and Florida State University graduate, he focuses on holistic financial planning and protection-first strategies, particularly for business owners in the Tallahassee area.

Deeply rooted in the Tallahassee community, William serves as a Trustee for the TMH Foundation and is an active member of the Greater Tallahassee Chamber of Commerce. He frequently speaks at local business events and engages with community leaders to foster local economic growth and support nonprofit initiatives.

He founded his firm with the specific mission to help people make better decisions by providing financial education, transparency, and a holistic understanding of their assets.

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Experience
28 Years
Current Role
President
Location
Tallahassee Metropolitan Area, United States
Personality Overview

How William shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics William cares about

Succession Planning
He is a frequent speaker and panelist on succession planning for small business owners, including at events for the Jim Moran Institute.
Holistic Financial Advice
His firm's philosophy centers on eliminating financial anxiety by building relationships rooted in education, validation, and transparency, rather than just selling products.
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Career

Work history

7-2000
President
MillCreek Financial Consultants
9-1997 - 7-2000
Assistant Vice President - Business Banking
Capital City Bank Group, Inc.
In the press

Media appearances

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Education
1992 - 1996
BS
Florida State University - College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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