Matthew E. Greene, CLU®, ChFC®, CFP®

Wealth Management Advisor

Professional

By providing clients with highly-developed and comprehensive financial advice, their financial future is protected during both the accumulation and retirement years.

As a Wealth Management Advisor at Northwestern Mutual, I work with a team of professionals representing a wealth of knowledge and diverse areas of expertise.  Northwestern Mutual has maintained the highest financial strength ratings awarded to any U.S. life insurer by all four major rating agencies.  We are dedicated to delivering financial security and long-term value to our clients.  

My core belief is that all clients deserve the best available advice on the latest market conditions.  With dedication and a proactive approach, clients are provided the most realistic and sensible decisions in planning for their financial future.  Due to the comprehensive nature of my business, I take advising families, businesses and individuals on their financial matters very seriously and in the most professional way possible.  

Having been a part of the financial services industry since 1990, I have earned a series of degrees and certifications, including:

  • B.S. degree from the University of Connecticut
  • Certified Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Wealth Management Advisor

       


 

 

 


Building meaningful relationships with my clients is one of the most rewarding aspects of my career.  Social events enable us to spend time outside of business and get to know one another on a more deeper level. 

Cooking Events

Chairty Golf Outings

Concerts

Chef Tasting Events

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck