Chad Greer in

Chad Greer

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Wealth Management Advisor at Northwestern Mutual
📍 Nashville, Tennessee, United States

Chad Greer is a Wealth Management Advisor and Partner at Northwestern Mutual in Nashville, with over two decades of experience. He specializes in creating holistic financial plans for business owners and professionals, holding a B.B.A. in Insurance and Financial Services from the University of Mississippi and the CLU® designation.

Deeply committed to his community, Chad has earned national recognition for his extensive volunteer work. He has held leadership roles and served as a mentor with Big Brothers Big Sisters of Middle Tennessee for over a decade. He also actively supports the United Way and Safe Haven Family Shelter.

Recently, Chad and his wife, Kristen, established a scholarship endowment at the University of Mississippi for students in the risk management and insurance program.

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Experience
30 Years
Current Role
Wealth Management Advisor
Location
Nashville, Tennessee, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Chad cares about

Wealth Management
Focuses on providing comprehensive financial planning, including retirement, estate planning, and business risk management for professionals.
Community Service
Nationally recognized for his significant volunteer leadership and fundraising for Nashville non-profits, including Big Brothers Big Sisters.
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Career

Work history

1996
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
B.B.A in Insurance and Financial Services
University of Mississippi
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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