Professional Background
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.
Chad graduated from the University of Mississippi with a B.B.A. in Insurance and Financial Services. He also holds the Chartered Life Underwriter (CLU®) professional designation.
Personal Notes
Chad and his wife, Kristen Greer, live in Nashville with their three active daughters and dog, Georgia. The Greers lead an active and full life, filled with family, school, volunteer and church activities.
Giving back to their community is a Greer family tradition. Chad’s motivation for service started at a young age, with his parents setting the example as active leaders and volunteers in their community.
When Chad joined Northwestern Mutual, a mentor introduced him to United Way and its partner agencies and Chad was hooked. Today, Chad, Kristen and their daughters embrace service as a family. They serve meals to homeless families at Safe Haven Family Shelter. At the holidays, they all help with the office gift drive, wrapping and delivering gifts to St. Luke’s Community House for families in need. And they all have become extended family members to Chad’s Little Brother Kenny and his mom, enjoying bowling, pizza outings and other events through Big Brothers Big Sisters. Chad also serves in a leadership role at Woodmont Christian Church.
Chad enjoys golfing, dirt bike riding, SEC football, and remodeling houses in his spare time.
