My Team

As a wealth management advisor with Northwestern Mutual, Chad Greer is committed to helping his clients with their family and/or business financial planning needs. Chad understands that when you become a client, you place your trust in him to help make your vision a reality. He honors that trust with the help of his expert team – Kate Bracey and Madi Waller, who provide clients with the level of service they expect and deserve.

Together, Chad, Kate and Madi stand committed to providing you with fast, professional and personable customer service.

 
Kate Mosley Bracey

Kate Mosley Bracey

Associate Wealth Management Advisor
Office 615-742-0309

Kate is a lifelong Middle Tennessean and graduated from Union University with a bachelor’s degree in marketing. She has been affiliated with Northwestern Mutual since 2005 and joined our team in 2010.  She holds her FINRA Series 7 & 63 securities licenses as well as her Life, Health and Annuity licenses.

Kate lives in Brentwood with her husband, Brandon. In her free time, she enjoys University of Tennessee football, going to concerts and doing home improvement projects.

Kate oversees the day-to-day operations of the practice. Please contact her for help with the following:        

-          Account balances

-          Investments questions

-          Distribution requests

-          Employee group benefits

 
Madi White

Madi White

Associate Financial Representative
Office 615-742-8765

Madi is from Chattanooga, Tennessee, and graduated from University of Tennessee in 2012 with a bachelor’s degree in communication studies. She has been affiliated with Northwestern Mutual since 2013 and joined our team in 2014.  She holds her Life and Health insurance licenses.

She enjoys spending her free time with friends and family, traveling and running.

Madi assists with all day-to-day operations and coordinates direct communications with clients. Contact Madi for help with the following:

-          Scheduling appointments

-          Underwriting operations

-         Your insurance policy information and service questions

 

Charles E Greer, CLU®

Wealth Management Advisor

 

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