Jack Greene,
CFP® Wealth Advisor Financial PlannerJack’s journey into the financial industry started with one overarching goal: the genuine desire to help people.
With the knowledge that comes from 10 years of experience in the financial services industry, Jack helps his clients prepare for retirement with customized, holistic financial planning that is geared toward their unique lives and goals.
Jack’s recommendations are designed to be solely in the interest of providing value and benefit to his clients. He works hard to help them pursue their financial goals while striving to create as much certainty, and as little risk, as possible.
At Raymond James, Jack has access to the capabilities of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, Jack provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Jack is a CERTIFIED FINANCIAL PLANNER® professional, showing his dedication to meeting the CFP Board’s continuous education requirements and practicing with high ethical standards. He holds the Series 7 & 66 licenses, and is also Life, Health and Variable Annuity Licensed with the state of Florida.
He is a graduate of the University of Central Florida and received a degree in Business Economics.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
