Chad Greer, CLU®
Wealth Management Advisor

Optimis Wealth


A commitment to community and public service is a hallmark of Optimis Wealth. Each team member supports his or her community in a personal and meaningful way.

Chad and Scott lead the way with a long history of community service. Chad is a well-known volunteer leader of Big Brothers Big Sisters, Safe Haven Family Shelter and United Way, and has won four national awards for community service. Speedy is the City of Franklin’s Ward 3 alderman, a youth sports coach and member of the Heritage Foundation and Battle of Franklin Trust. As a team, Optimis Wealth volunteers for United Way and Safe Haven Family Shelter.

“Seeing the difference these great agencies like United Way, Big Brothers Big Sisters, and Safe Haven make in our community keeps me coming back,” Chad says. “It is amazing how small efforts—like sharing a meal with a homeless family, spending time with the child of an incarcerated parent, or providing holiday gifts for a family who loses everything in a natural disaster—can have a huge impact on the community. It is also encouraging to hear the stories of those who have been helped through these organizations and how their lives have been changed for the better.”   Chad Greer

For the past 15+ years, Chad Greer has served his community in two important ways -- as a leadership volunteer to raise financial resources that support critical health and human service needs, and as a hands-on volunteer at several nonprofit agencies, where he works with homeless and at-risk children and their families.

United Way of Metropolitan Nashville 

Chad’s leadership has helped to create an entire new generation of community leaders who now provide significant support and volunteer service to the United Way of Metropolitan Nashville, sustaining more than 63 funded partner agencies in the areas of health, education and welfare. His quest to attract a new, younger generation of leadership donors to United Way began in 2000 when he joined the board of the United Way Sennet Society, a young professionals group of donors. Chad has served as a Sennet Society Campaign Ambassador since 2004, recruiting more than 200 new leadership donors for $300,000 in annual gifts.

In 2005, he became an inaugural member of the Next Generation Tocqueville Society, a program to help young leaders under the age of 45 transition to become leadership donors to the United Way. Chad has been instrumental in the program’s growth, serving as co-chair and helping to recruit 60 members at the $10,000 giving level. Next Generation Tocqueville continues to grow and has raised $2.7 million for the United Way. Chad also led the United Way campaign at the Northwestern Mutual office for the past six years, and he chairs the office annual holiday gift drive.

For the past 15 years, Chad also chaired the annual adopt-a-family holiday gift drive at Northwestern Mutual’s Nashville office to ensure that children served by United Way’s family resource center would have a joyful holiday.

Safe Haven Family Shelter

Chad’s understanding of community needs is grounded in his 19 years of hands-on volunteer work. Since 1998 Safe Haven Family Shelter, the area’s only shelter-to-housing program that keeps homeless families together as they transition to self-sufficiency. He also served as a board member of Safe Haven and is a longtime advisory board member.

Big Brothers Big Sisters

Since 2011, Chad has been a Big Brother mentor to a child in the Amachi program of Big Brothers Big Sisters, which serves children of incarcerated parents.  When the Amachi program lost federal funding, Chad stepped forward to serve on the board and his leadership involvement increases each year. Chad is the current board president. 

Chad Greer wins 2017 Northwestern Mutual Community Service Award

Congratulations to Chad Greer, Northwestern Mutual Wealth Management Advisor, on his 2017 Community Service Award for work with Big Brothers Big Sisters of Middle Tennessee. This year, Northwestern Mutual, through its Foundation, has awarded $295,000 in grants to nonprofits nationwide. Thank you for your dedication, Chad!

"How mentoring changed my perspective as a businessman"

Chad Greer describes his experience as a Big Brother and encourages others in the business community to serve as youth mentors. Read Chad's opinion editorial in The Tennessean.

Chad Greer Recognized by Nashville Business Journal as a 2016 Power Leader in Finance

Chad Greer has been recognized as one of NBJ's 2016 Power Leaders in Finance. The 2016 Power Leaders in Finance publication honors accountants, bankers and financial analysts who help companies across Middle Tennessee keep their finances in order.

Chad Greer Finalist for National Invest In Others 2015 Community Service Award

Recognizing his volunteer support and leadership of the United Way of Metropolitan NashvilleBig Brothers Big Sisters and Safe Haven Family Shelter, Chad Greer has been named a finalist for the 2015 Community Service Award from the Invest In Others Charitable Foundation.

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Community Service Awards

For his dedication and outstanding leadership, Chad has received a number of service awards, including three national awards:

  • Invest in Others Charitable Foundation national Community Leadership Award as one of three national Community Service Award finalists, 2015

  • Northwestern Mutual top national Community Service Award, 2013

  • Northwestern Mutual national Community Service Award, 2006 & 2017

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