As owner of Greer Wealth Management, Lee helps clients retire with confidence by creating strategies to help achieve their retirement goals.
Lee understands that confidence comes from having a plan in place and an understanding of the solutions that are available to meet client’s individual needs. He is passionate about building close relationships with his clients in an effort to deeply understand their vision for their financial future. These relationships allow Lee to create a strategy that is tailored to meet their specific goals and expectations.
Lee then goes a step further to educate clients on all available options, relaying the rationale behind each specific solution. After all, peace of mind & confidence are the products of knowing your decisions will keep you on track for your desired retirement lifestyle.
With over 20 years of experience, Lee has helped hundreds of clients achieve their retirement goals. He can help you too. Schedule your introductory call today!
Important Legal Information: 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.
Investor Disclosures: https://www.kestrafinancial.com/disclosures
Link to FINRA BrokerCheck: https://brokercheck.finra.org/
Kestra Financial, Inc.
5707 Southwest Pkwy Bldg. 2 Ste. 400, Austin, TX 78735
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.
