Wealth Management Guided by Your Goals And Values

You’ve put in the hard work for your success. The way we see it, you deserve a team of professionals who will roll up their sleeves to help you make the most of it.

At Greer Wealth Advisors of Raymond James, you’ll find just that. We diligently create all-encompassing plans designed to guide you to and through retirement, drawing on our team’s knowledge and decades of experience. Our down-to-earth team can help you navigate the markets through responsive service and genuine hospitality.

It’s time to experience an authentic approach to wealth management – one that honors your goals and values, today and for generations to come.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

You’re in Good Company

Hal Greer
Hal Greer
Managing Director
George Greer
George Greer
Financial Advisor
Ryan Emory
Ryan Emory
Vice President, Investments
Sheri Haugabook
Sheri Haugabook
Senior Vice President, Investments
Matthew Fox
Matthew Fox
Financial Advisor
Mai Kulkarni
Mai Kulkarni
Senior Registered Client Service Associate
Lois Renfroe
Lois Renfroe
Senior Registered Client Service Associate
Mary Charles Dunn
Mary Charles Dunn
Senior Client Service Associate

Our Approach

As your trusted guide, we get to know who you are on a deeper level and the direction you want to go next in life.

Our Philosophy

Your tailored financial plan becomes the road map for investment, insurance, estate and tax planning decisions.

Our Services

We provide services beyond investments, including estate and charitable giving strategies, retirement planning and risk management.
It’s not the will to win that matters – everyone has that. It’s the will to prepare to win that matters.
Paul William “Bear” Bryant

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Candid conversation. Thoughtful guidance.

 

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