Fred Greene is the senior partner of Greene Wentzler Wealth (GWW), which focuses on the needs of private wealth clients and their families. As a Private Wealth Advisor, Fred and his team incorporate a wide range of layered financial strategies to fully address the complexities of wealth in a holistic and highly coordinated manner. He essentially functions as the Family CFO by designing strategies to preserve wealth and family values, and also serves as the quarterback between all professional advisors (tax and legal) working with the client.
Fred developed the team's risk management philosophy that combines income and growth strategies to potentially achieve a more stabilized portfolio return over time. This customized approach is the cornerstone of the GWW practice, and is based on prudent capital markets guidance, tax mitigation strategies, superior client service, communication, and integrity. An advisor since 1983, Fred establishes deep, meaningful relationships and works with several clients that have been with him since the beginning of his career.
Community Involvement and Support
- Kiwanis Club of The Woodlands Member, Past President & Board Member
- Interfaith of The Woodlands
- South Texas Wing of Angel Flight Pilot
- Texas Tobacco Settlement Permanent Trust Account Investment Advisory Committee
- The Woodlands Waterway Arts Council
Education and Certifications
- St. Louis University, BS Aeronautics
- Certified Investment Management Analyst (CIMA®) 2000
- Advanced Investment Strategist, 2013
- Preferred Portfolio Manager 1995, Securities Industry Institute 1995
- Series 3, 4, 5, 7, 8, 9, 10, 63 and 65 Securities Licenses
Professional Experience and Recognition
- Raymond James Financial Services Chairman’s Councils for 2013 - 2016 and Leaders Council for 2017 - 2021¹
- Bank Investment Consultant (BIC) magazine’s Top 100 Bank Advisors for 2014, 2016 - 2019²
- FINRA’s District 6 Business Committee
- CIBC World Markets
- First Union Securities
- EVEREN Securities
- PaineWebber/Rotan Mosle
- Merrill Lynch
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
1Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
2To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2015 AUM was defined as the amount an advisor had as of Aug. 31, 2016. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2016 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.