Alexander Greene

    Financial Advisor

    Wells Fargo Advisors
    Athens, Georgia19 years experienceNo minimum minimum

    About Alexander

    Helping you reach your financial goals. Alex Greene, CFP®, CRPC®. Senior Vice President – Investment Officer. CERTIFIED FINANCIAL PLANNER®. About Alex Greene: With 17 years of experience in financial services, I work with individuals and families to develop custom... [One thing I want my clients to know about me is:] I pride myself on not just being an advisor but a strategist who knows how to win in chaos and calm.

    Areas of focus

    Retirement PlanningPortfolio Construction

    Credentials & background

    Licenses

    Series 66SIESeries 7

    Education

    Accounting University of Alabama at Birmingham (2024)

    Clients served

    Wealthy Families1st Generation AmericansAttorneys & ParalegalsBusiness OwnersCorporate ExecutivesRetireesSurviving SpousesHigh Net Worth Individuals

    Registered in

    Alabama, Connecticut, Florida, Georgia, Indiana, Montana, Nebraska, New Mexico, North Carolina, North Dakota, South Carolina, Tennessee, Texas, Virginia, Washington, Wyoming

    The firm

    Wells Fargo Advisors