Greene Financial Group Inc.
Scott Greene, President and CEO
As the Owner, President and Independent Advisor at Greene Financial Group, Scott Greene is passionate about the growth of the company, but is most excited about the success of his clients. His business philosophy is to provide clients with a personalized, customized comprehensive retirement income, tax, investment, insurance and estate strategy that helps to meet their goals.
Scott, a native of Dublin, Ohio, moved to Florida upon completion of his undergraduate degree at Bowling Green State University, where Scott received his Bachelor Degree. Scott moved to Clearwater Florida in January of 1998. At that time, Scott began his financial planning career as an apprentice and associate advisor at Estate & Retirement Planning Inc., based out of Clearwater Florida.
In January of 1999 Scott opened Greene Financial Group with a focus on providing pre and post retiree’s with insurance, investment, tax, estate, Social Security, and retirement income strategies. During Scott 18 year career, he has had the opportunity to host over 350 workshops, for both prospective clients and industry professionals across the country, informing attendees on financial strategies intended to enhance their personal plans, protect and preserve their assets, increase their retirement income, and reduce their taxes.
During the summer of 2012, Scott was invited and elected to serve on the Board of Directors for The Academy at the Lakes not for profit Independent Private School. Scott is also a member of the Financial Planning Association.
Scott is a Registered investment advisor licensed in life and health insurance in Florida and also holds his Series 7 and 66 Securities licenses. He has been published in media publications for his industry knowledge, such as Wall Street Select and the Bradenton Herald. He has also been featured on CBS, ABC, CNN, FOX and NBC.
Residing in Tampa, Scott is the proud father of two children, Taylor his daughter who is 9 years old, and Carson his son, who is 7. In Scott’s free time he enjoys exercising, golfing, boating, scuba diving, travelling and cooking. However, his number one passion is being the best father he can be to his children.