01/11/2024
At Lee Greer Wealth Management, I strive to understand my clients' unique needs & goals and develop customized solutions to help reach them. By taking this client-focused approach, and by tailoring strategies that align with your unique situation, my goal is to help you feel confident about your family's financial path.
I've partnered with Kestra Financial, who provides platforms tailored to support & oversee independent practices. Client assets are custodied with Fidelity Institutional SM and clear through National Financial Services LLC (NFS), a Fidelity Investments broker-dealer.
Reach out to me at [email protected] for a no-obligation consultation.
Lee Greer Wealth Management
615-438-9021
https://leegreerwealth.com/
P.O. Box 851 | Fairview, TN 37062
7208 Glenwood Dr. | Fairview, TN 37062
Disclosures:
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. "Lee Greer Wealth Management" is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures
This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced are available in every state. For additional information, please contact Kestra IS Compliance Department at 844-553-7872
