The Blue Water TeamBlue Water Capital Management, LLC was founded in 2003 and built around a vision of acting in clients' best interests, constantly pursuing 'best practices', and providing exceptional service at a reasonable cost. We proudly serve Apex, Holly Springs, Cary, Fuquay Varina, Raleigh, as well as the Greater San Diego area with our West Coast branch.
Terrance A. Green, CFP®, MsBA
Terrance Green is the Managing Director of Blue Water Capital Management, LLC and a CERTIFIED FINANCIAL PLANNER™ professional. His experience dates back to the mid-90’s as his career began with McDonald Investments working in the areas of portfolio administration, fixed-income trading, and financial planning. In 2000, Terrance became 'enlightened' and left the Wall Street world to begin working as an independent financial advisor. In 2003, he switched to the fee-only model to better serve his clients.
Terrance has periodically contributed to Suburban Living magazine, both the Apex and Holly Springs editions. In California, he was a periodic columnist for several San Diego papers and has also appeared in the San Diego Union Tribune, Money, Kiplinger’s, and Investment News. He was also selected by UCSD to lead monthly discussions for their Retirement Association's Investment Interest Group.
Terrance and his family live in Holly Springs. He and his wife enjoy their kids' hockey and scouting events. They also enjoy a variety of outdoor activities together including camping, kayaking, biking, and trips to the mountains and beach.
- Bachelors of Business Administration in Finance and Management Information Systems, Ohio University, 1995
- Master’s of Science in Entrepreneurship, San Diego State University, 2009
- CERTIFIED FINANCIAL PLANNER™ professional (CFP), 2002
- Trading assistant and financial planner at brokerage firm McDonald Investments, 1996-2000
- Independent financial advisor at the fee-based firm Financial Designs, 2000-2003
- Independent financial advisor at the fee-only firm Capital Financial Advisors, 2003-2005
- Managing Director and financial advisor, Blue Water Capital Management, LLC, 2003 – Present
- Past member of Board of Directors for Volunteer San Diego, a non-profit organization
- Past member of Board of Directors for the Financial Planning Association (FPA) of San Diego
- Member of National Association of Personal Financial Advisors (NAPFA)
- Member of Apex Chamber of Commerce
Deborah L. Hobart, CFP®, CPA
Debbie is a financial advisor at Blue Water Capital Management, LLC and is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her BS in Accounting at George Mason University and holds CPA licenses in the states of VA and NC. She has worked in the financial services industry for over 20 years.
She began her career in the field of accounting and has experience in a variety of areas including budgeting, forecasting, tax return preparation, and cash management. She has also worked at several Fortune 500 companies in a number of industries including Real Estate, Debt / Securities, and Manufacturing. Although she worked in the accounting field, she was always interested in finance and spent free time reading about personal finance, investing, and estate planning. She eventually decided to leave the accounting industry and focus her career on financial advising and investment management in a fiduciary capacity.
She is a member of the National Association of Personal Financial Advisors (NAPFA) and contributes articles on investing topics for the Apex Suburban Living magazine. Debbie and her family live in Apex, NC. She enjoys traveling and spending time with and riding her horse.
San Diego Office
Joan M. O'Connell, CFP®, MSBA
Joan O’Connell is a CERTIFIED FINANCIAL PLANNER™ professional at Blue Water Capital Management, LLC, and provides financial planning and investment advisory services to individual and business clients.
Prior to joining Blue Water Capital Management, LLC, Joan worked in several capacities for financial services and technology firms. As Vice-President, Retirement Plan Consultant for Nicholas Applegate Capital Management and Vice-President, Regional Retirement Plan Manager for Seligman Financial Services, Joan was responsible for helping plan sponsors select and implement defined contribution plans and investment options. Joan has also acted as a consultant to several technology firms, providing technical communication services and project management for their products or services.
Ms. O’Connell sits on the board of directors for The Paradigm Group Consulting, Inc., a health-services software consulting firm, and has served as Treasurer for her homeowner’s association. She is also a member of the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA).
Joan holds a M.S. degree in Business Administration from San Diego State University and a B.S. degree in Finance from Indiana University. Joan lives in San Diego and enjoys outdoor activities including running and cycling.