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Manager Overview
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R.W. Greene & Associates, Inc. is a financial services company that has been in business for over 30 years. Our mission is to help our clients analyze their current financial situation and offer suitable suggestions. |
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Experience & Disclosure
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My CRD Number:
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#1243261 |
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Firm CRD Number:
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#1703 |
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Work Experience:
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Dick is a registered representative and serves as President of RW Greene & Associates,Inc. Dick offers clients personalized service and knows that each individual and their situation is unique.
In July 2003, Dick was awarded the Hall of Honor Award by the ING Career Network. The Hall of Honor Award recognizes exceptional character and professional ability, outstanding company and industry achievements, ethical service to clients and extraordinary commitment and contributions to family, profession and community.
His early career as chief financial officer for manufacturing companies and a national real estate developer has provided a depth of experience that he shares with his clients.
Dick is an avid golfer and has enjoyed the privilege of playing golf in Scotland, the birthplace of golf, many times.
As a husband, father and grandfather, Dick understands the importance of caring for our families, our businesses and our future.
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Academic Background:
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Continuing education compliments his experience and formal education. He earned Bacelor's degrees from Northwestern University in Economics and Finance and attended classes at DePaul University and Wichita State University. |
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Qualifications
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Certifications, Accreditations and Designations:
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Through the American College, Dick has earned graduate degrees: CLU, Certified Licensed Underwriter and ChFC, Chartered Financial Consultant. |
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Number of Advisors in Office:
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4 |
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Advisor's Number of Clients:
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154 |
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Assets Managed by Advisor:
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100 million |
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Compensation
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New Client Minimum Portfolio Size:
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250,000 |
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Money Manager Articles
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