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Meet The Team

For more than 20 years, David has worked to efficiently streamline the process of financial consulting in the field and back office. After redefining the art of financial marketing, David maintained the title of “Top Producer” for one of America’s largest marketing organizations while playing an integral role as a senior mentor to the sales force, helping them reach the 3 billion annual annuity premium plateau. In 1998, David founded Williams Financial Group to provide advanced financial planning concepts to affluent individuals.

David’s passion to deliver service and excellence to financial professionals drove him to form a broker-dealer firm that understands the technology of the industry. Since that time, David and Morgan Peabody have remained true to that vision by providing cutting edge technology to its sales force, while fostering a “can do – will do” service attitude from the top down.

Today, under David’s leadership, Morgan Peabody has developed the operational efficiency of larger firms, while maintaining the flexibility of independent firms. Even while expanding at a rapid pace, Morgan Peabody fiercely maintains its quest for service, excellence and independence.

Jonathan Greenfield has been an Investment Professional since 1995. During his career, he has received the following Securities Licenses: Series 6, 63, 7, 24 and 65. He holds licenses to conduct financial services business in 24 U.S. States and maintains a resident Insurance License for the State of California. Jonathan has been instructing clients regarding their finances with Morgan Peabody since its inception. As a producing representative, Jonathan’s financial practice is primarily focused on helping retirees reach their financial goals by offering fixed income products for his clients. He currently resides in West Hills, CA and has been happily married to Lisa for more than 11 years with 2 boys, Danny and Lucas.

Fred has worked in the securities industry for more than 40 years. Fred spent 7 years with the NASD [now FINRA] and draws upon that experience as the CCO of Morgan Peabody. During his career, he has climbed the corporate ladder, starting as a messenger and working his way up to President. Fred has played a substantial role in Broker-Dealers, NYSE member firms, OTC market makers, and clearing firms. He has also been the CCO of a transfer agency. He has enhanced the operational efficiency of various Broker-Dealers through enacting new compliance procedures, teaching classes, training staff and building synergetic teams. The experience Fred has gained over his distinguished career, has allowed him to make significant contributions to the firms that he has joined. Fred’s passion for the securities industry is only exceeded by the love for his wife, Diana, his two sons and his grandchildren.

A graduate of the University of Washington, Linda has been working in the financial industry for over 20 years. Linda began her career working with such clearing firms as Wedbush Morgan and Pershing. After establishing herself in the back office operations of the financial industry, Linda transitioned to the ING and worked in supporting their numerous Broker-Dealers bringing the necessary management skills to build a successful team. With her years of experience and commitment to success, including the development of policies, procedures and training guides, Linda moved to Morgan Peabody where she acts as the COO and OSJ for satellite representatives.

Jonathan Levy graduated from California State University, Northridge, with a Bachelor of Arts degree in Economics. Jonathan has managed large operations in the Financial Services, Insurance, and Healthcare industries, with extensive knowledge in Open Systems and database architecture. Prior to joining Morgan Peabody, Jonathan spent 15 years in Financial Systems Planning and was responsible for the successful integration of two large Pharmacy Benefit Management companies’ Rebate systems, resulting in over $100 Million in realized synergies.

Robert is a graduate of the University of California, Irvine with a degree in Economics. After graduation, he began his career as an accountant at a nonprofit firm in Southern California. In 2001, Robert entered the financial services industry as a Senior Accountant with the ING Advisors Network, working with 4 separate Broker-Dealers. He played an integral role in the development and integration of back office accounting and reporting systems that are still in use by the multiple broker dealers of the ING Advisors Network today.

Greg Klingler graduated from the University of Maryland College Park and the University of Maryland College Park Scholars Program Cum Lade with a double major in Decisions Information Systems and Finance. He began his career at American Express Financial Advisors as a Financial Advisor. After establishing himself in the financial industry in Maryland, he moved to an AXA Equitable branch in California to be closer to Jenn, who is now his wife. At AXA Equitable, he quickly moved from Financial Advisor to New Recruit Trainer, earning an invite to the National Leaders Conference. In 2005, Greg left AXA Equitable to create an OSJ Branch under the AIG umbrella company, FSC Securities. He currently resides in Northridge, CA with his wife Jenn.

Celia Martinez obtained a BA in Business Administration from California State University of Fullerton and throughout her 12 year career has amassed the 7, 24, 53, 63 and 66 registrations. Celia began in the financial Industry at Great Western. In 2001 she was recruited by ING to assist their back office by specializing in compliance with a concentration on RIA products, services and industry regulations. She is an avid USC Trojan fan and resides in Whittier with her cat Roy.

• Mission Statement
• Who is Morgan Peabody
• Meet the Team