Company News

September 3, 2016
Meg Green has written columns for The Miami Herald since 1999, and for her final column she writes about her Nine "New" Rules for Winning the Money Game.
Read More

July 25, 2016
Jeremy Bailey has been promoted to senior wealth manager from wealth management associate at MG&A Wealth.
Read more here

May 30, 2016
Hugo Calenzani has been named chief investment officer and Sean O’Halloran has been named vice president of wealth management at MG&A Wealth.
Read more here

March 16, 2016
Todd Battaglia has been named CEO of MG&A Wealth, a wealth management firm based in Aventura.
Read more here.

May 27, 2015
Fox School of Business at Temple University has featured Meg in their Spring Issue of Fox Focus. Temple University is proud of their alumni…and so are we.
Check it out.

April 15, 2015
Florida Trend Spotlight: Meg Green on…a Favorable Environment for Women.
Read the full sidebar in Florida Trend Magazine here.

April 2, 2015
Congratulations to MG&A Wealth who was named in the 2015 survey by The Commonwealth Institute of Florida's top women-led businesses.
Click here to view the full survey.

April 1, 2015
As one of the top 50 women-led business owners in Florida, Meg Green is quoted in the Miami Herald in an article written by Cindy Goodman on tips for women in business.
Click here to view the full article.

March 20, 2015
Investor's Business Daily interviewed Meg Green to help answer the three key questions that should be considered when planning for retirement.
Click here to view the full article.

February 21, 2015
MG&A Wealth named by Barron's as one of the Top 1200 Financial Advisors for 2015, including a ranking of 53rd overall in the state of Florida.
Click here to view the full report.

March 25, 2014
MG&A Wealth named to the 2014 Financial Times 400 Top Financial Advisors. 
Click here to view the full report.
February 22, 2014
MG&A Wealth named by Barron's as one of the Top 1200 Financial Advisors for 2014, including a ranking of 54th overall in the state of Florida.
Click here to view the full report.
July 30, 2013
Congratulations Mallory: MG&A Wealth has appointed Mallory Mangrum as Vice President of the firm, in charge of Compliance and Information. Mallory joined MG&A over 15 years ago and has been a major part of the growth this almost 30 year old firm has achieved. 
Dec 7, 2012
Taking Care of Business: South Florida is crowded with wealth managers. Meg Green and her veteran team have set themselves apart with a proactive philosophy.
Click here to view the story.
Sept 5, 2012
Sterne Agee makes its RIA custody debut after customizing for Meg Green's $650-million RIA
Click here to view the story.
Sept 1, 2012
MG&A Wealth Affiliates with Sterne Agee to Support Growth Initiatives & Enhance Client Services
Click here to view pdf.

Investment Updates


As another year comes to a close, thank you to all of our clients and friends fo...


Securities offered through SA Stone Wealth Management Inc., Member FINRA and SIPC.

Read More


Company Details

8151 Peters Road
Suite 3200
Plantation, FL 33324

Toll Free 1-800-741-2004

T: 954-289-9000
F: 954-289-9100