Fred Greene
Frederick T. Greene CIMA® Executive Vice President, WWS Financial Advisor & Portfolio Manager, RJ

Since 1983, Fred Greene has strived to help his clients achieve their desired financial outcomes. He establishes deep, meaningful relationships, some of which date back to 1983, with the individuals, businesses and institutions he serves. Fred utilizes both his 35+ years of industry experience and his many designations when designing investment plans tailored to each client’s unique goals and risk tolerances.

His risk management philosophy combines income and growth strategies to potentially achieve a more stabilized portfolio return overtime. Fred has built his wealth strategies practice on this customized approach based on prudent capital markets guidance, superior clients service, communication and integrity.

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, 2014, 2015 and 2017¹
  • Bank Investment Consultant (BIC) magazine’s Top 100 Bank Advisors for 2014, 2016 & 2017²
  • FINRA’s District 6 Business Committee
  • CIBC World Markets
  • First Union Securities
  • EVEREN Securities
  • PaineWebber/Rotan Mosle
  • Merrill Lynch

 

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.