Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.

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.

How Do You Take A Business Dream And Turn It Into Reality?

Shaun Silva achieved success working with nationally known country music artists, so much so that he was able to start his own business, but he knew he needed a plan going forward. Watch the video or read the Forbes article highlighting Shaun's journey and how Chad Greer played a key role in helping him reach his goals.

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 Nashville, Big 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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Charles E Greer, CLU®

Wealth Management Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


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