Broker Check
Jim Greene

Jim Greene

Partner, Wealth Manager

Jim Greene is a highly-qualified Wealth Manager and Partner of Synergy Wealth Alliance. Jim holds his Series 7 and 66 held with LPL Financial was named an Ameritas Top Wealth Advisor from 2011-2014. He is also licensed in Life, Health, and Annuities in the state of Florida.

Jim Greene is originally from Daytona Beach, FL. Since moving to the Orlando area in 1992, he has focused his practice in the area of Estate Planning and Retirement Planning. While working with retirees and pre-retirees for 25 years, he has had the opportunity to see first-hand how many of them were “ill prepared” for their golden years. Jim has given lectures throughout the state of Florida on various topics such as: Estate Planning Techniques, Maximizing Social Security benefits for Baby Boomers, Ways to Avoid Probate, Estate Conservation for Seniors, Long Term Care Planning, and Eliminating Taxation on Social Security. With uncompromising standards of integrity, honesty and service, Jim gives his clients the confidence of knowing their needs will be handled professionally and ethically. Because of his integrity and dedication, clients return with new business and often refer their friends and family to him for guidance.

Jim resides in the Sanford area and has been married to his wife Jackie for almost 20 years. He is also the proud father of two daughters, Maya and Hannah.