Jack Greene
CERTIFIED FINANCIAL PLANNER® professional l Raymond James Financial Services
- Role
- Certified Financial Planner at Raymond James
- Location
- Winter Park, FL, US
- LinkedIn followers
- 500 followers
About Jack Greene
Jack helps clients optimize their financial situations. He provides advanced planning strategies focused on investments, taxes, retirement planning, and maintaining generational wealth.Jack believes that a great financial plan is built on trust, transparency, and clear communication.As a CERTIFIED FINANCIAL PLANNER® professional with over a decade of experience in the financial services industry, Jack brings a deeply consultative approach to his work. He is known for his ability to simplify complex financial matters.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. He holds the FINRA Series 7 and 66 licenses and is licensed in the State of Florida for life, health, and variable annuity insurance.A proud alumnus of the University of Central Florida, Jack relocated to Central Florida in 2009 and earned his Bachelor of Science in Business Economics. His academic foundation, paired with his professional credentials, reflects a lifelong commitment to excellence, service, and working in a fiduciary capacity for advisory accounts.
Experience
Certified Financial Planner
Jul 2016 — Present · Winter Park, FL, US
Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPCPalmer Planells Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.\" Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htmCertified Financial Planner Board of Standards Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education
University of Central Florida
BSBA, Business Economics
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