Chad Greer, CLU®
Wealth Management Advisor

Optimis Wealth


Chad Greer is an experienced wealth management advisor who takes a holistic approach to financial planning. He works closely with business owners and other professionals to develop comprehensive  plans to help his clients achieve long-term financial security.

Financial planning is personal for Chad. The first year he was in business his father passed away, and Chad experienced, first-hand, the assurance of knowing that his mom would be more financially secure, thanks to the financial plan he developed for his dad. The experience deepened his commitment to the profession and is reflected every day in the level of dedication and service he provides his clients.


  • B.B.A in insurance and financial services from the University of Mississippi

Professional Awards and Milestones 

  • Million Dollar Round Table Qualifying Member, for the world’s leading financial service professionals.2004-2016

  • Million Dollar Round Table Court of the Table, for professional knowledge, client service and ethical conduct. 2007-2014

  • The Northwestern Mutual Forum for highest level of business excellence. 2008-2016

About Chad’s CLU® Designation

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

View Chad’s Community Service here.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck