Chad Greer, CLU®
Wealth Management Advisor


Optimis Wealth

At Optimis Wealth, we deliver a team-based approach to financial planning and client service. Our experienced specialists work together to help our clients achieve their financial goals and provide a level of service that elevates the entire client experience.

Optimis Wealth Team

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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Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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