Investments & Retirement Planning
At GreenWealth™ we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals and your investment needs.
Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management programs, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.
To learn more about these and other investment strategies, contact your local GreenBank branch or financial consultant:
| John Schmitt | 615-850-8037 Nashville |
| Bill Morgan | 615-206-6869 Gallatin |
| Mike Cougill | 615-468-3966 Franklin |
| Kenneth Bane | 865-291-3931 Knoxville |
| Alex Minge | 865-218-5396 Knoxville |
| Chris O'Dell | 423-278-3261 Greeneville |
| Wesley Robbins | 423-434-8710 Johnson City |
Products & Services
- Stocks & Bonds
- Tax Advantaged Investments
- Mutual Funds
- Annuities
- Insurance Products
- Individual Retirement Accounts
- Business Retirement Plans
- Retirement Planning
- Education Planning & 529 Plans
- Professional Asset Management
Securities, advisory services, and insurance products are offered by UVEST Financial Services and it's affiliates. Member FINRA/SIPC, and a SEC registered investment advisor. UVEST and GreenWealth are independent entities.
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
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This site is designed for U.S. residents only. The services offered within this site are available exclusively through UVESTs' U.S. Investment Representatives. UVEST Financial Services Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
