Scott Greene, CRPC ® always has one goal in mind: to empower his clients to retire more comfortably. An avid problem solver, he loves finding unique, customized ways to keep his client’s retirement plans on track. He began his financial planning career in 1998, as an apprentice and Associate Advisor at Estate & Retirement Planning Inc. Scott then opened Greene Financial Group with a focus on providing pre-retirees and retirees with insurance, investment, tax, estate, Social Security and retirement income strategies.
In 2016, Scott joined Sandy Morris Financial & Estate Planning Services where he could continue to assist clients as they enter their retirement years. He uses his deep knowledge of financial markets and planning strategies, along with his passion for helping people, to assist his clients in achieving their retirements goals.
Scott is licensed to offer both investment and insurance financial products in the state of Florida, as well as across the country. Scott continually pursues further educational opportunities that can add to the value he provides his clients. He holds the Series 65 securities license and FL 2-15 Life, Health and Variable Annuity Agent license.
In his free time, he enjoys exercising, golfing, boating, scuba diving and traveling. He is also active in his community. His No. 1 passion is being the best father he can be to his children: daughters Taylor, Adelynne and son Carson.
If Scott were a business quote: “Building a good customer experience does not happen by accident. It happens by design.” – Clare Muscutt