Carl Greene has been in the financial services industry for over 15 years. 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. Carl’s goals for his clients are to remove the stress of planning, assist them in crafting a roadmap for their preferred future and motivating them toward realization of their goals. Carl brings expertise from banking and brokerage platforms and specializes in career and life transitions, individuals, families and business owners along with business retirement plans.
At Lawson Winchester Carl wears multiple hats; Financial Advisor and Compliance Director. He stepped into the Compliance role in 2018.
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 member of the Chattanooga Golf and Country Club Membership Committee, a Board Member at the Boehm Birth Defect Center, a Board Member of CEMPA, and on the Leadership Team at St Marks Church. Carl and his husband, Keith, reside in Chattanooga. They enjoy traveling and Carl is a self-professed amateur foodie.
Raymond James is not affiliated with the above organizations and/or charitable causes.