Gary Greene is an experienced institutional asset manager with more than 30 years in the financial services industry. He focuses on advising insurance companies, institutions, nonprofits, and corporate clients, with particular experience in cash flow–driven investment strategies, asset liability analysis and captive insurance asset management. Based in Franklin, Tennessee, Gary works with a diverse institutional and captive clientele providing disciplined, customized investment guidance in an increasingly complex global economy.
Gary holds degrees in economics, finance, and business management. In 2026 he has been recognized as a Forbes Best-In-State Wealth Advisor for the tenth consecutive year. He also holds the Certified Treasury Professional® (CTP) designation, awarded by the Association for Financial Professionals.
Throughout his career, Gary has held leadership roles within Raymond James and the broader financial services industry. He serves on the Raymond James Retirement Plan & Institutional Advisory Council and the Raymond James Captive Insurance Investment Advisory Group, where he contributes to institutional investment policy discussions with the firm’s leadership. He has also earned qualification as a member of Raymond James Outsourced Chief Investment Officer (OCIO) program.
Gary has been actively involved in supporting the development of the captive insurance industry in Tennessee since the domicile’s inception in 2011. He has served on the Board of Directors of the Tennessee Captive Insurance Association and as a director for several captive insurance companies and risk retention groups. He is a founding member and current board director of Alabama Alternative Risk Alliance.
A frequent speaker and industry contributor, Gary provides education on economic and investment-related topics for captive insurance stakeholders and participates in industry publications, symposiums, and conferences.
Raymond James is not affiliated with any organizations mentioned.
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
