Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

Planning life to the fullest.

Carl Greene

Senior Associate, LWWM
Financial Advisor, RJFS

For over a decade, Carl has provided his clients with investment strategies that are designed to build wealth and create retirement income. Carl begins the client relationship with significant time spent listening to thoroughly understand clients’ investment goals, objectives, and underlying financial positions. Based upon these conversations, he creates a customized portfolio with the ongoing goal of providing the highest level of personalized service, while having access to a diverse group of money managers and industry experts. Carl bring expertise from banking and brokerage platforms and specializes in career and life transitions, individuals, families and business owners along with business retirement plans.

He is a graduate of Lee University and donates his time and resources to several local non-profit and faith based organizations. He is a hiker, enjoys traveling and is a self-professed amateur foodie.

Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.© Raymond James Financial Services, Inc., member FINRA/SIPC Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy