Billy Greer
Billy Greer Managing Director

Billy has been helping clients pursue important goals for more than 54 years. He specializes in retirement planning for individuals and small businesses with a focus on capital preservation and income. Friendly and knowledgeable, he enjoys helping others with financial matters.

In a career spanning decades, he has held positions at Kohlmeyer & Co., Robinson-Humphrey and Morgan Keegan, which merged with Raymond James in 2012. From 2004 to 2015, he served as branch manager. He earned a bachelor’s degree in economics and business from Wofford College and an MBA from Georgia College.

Billy makes giving back to the community a priority. He is senior warden at Christ Episcopal Church and is a supporter and volunteer for the March of Dimes and the American Red Cross. He is a member of the Macon Civic Club and the Idle Hour Country Club. A retired U.S. Navy veteran, he served for three years and reached the rank of captain.

A Georgia native, he currently resides in Atlanta with his wife, Martha. They have three children, Hal, George and Britt. In his free time, Billy enjoys golfing and reading.