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Jim Greene - Email & Phone Number

Wealth Manager/ Partner at Synergy Wealth Alliance

Jim Greene is based out of Greater Orlando and works at Synergy Wealth Alliance as Wealth Manager/ Partner.

Jim Greene's Contact Information

Jim Greene's Work email
j*****@synerg***.com
Valid
Latest update
October 30, 2025
Location
Greater Orlando

Jim's current employer

Synergy Wealth Alliance logo

Synergy Wealth Alliance

Description
Synergy Wealth Alliance is a financial services company with offices located in Maitland, The Villages, and Tampa servicing individuals l...
HQ Location
Altamonte Springs, Florida, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Jim Greene

What company is Jim Greene working for?
Jim Greene works for Synergy Wealth Alliance.
What is Jim Greene's function at Synergy Wealth Alliance?
Jim Greene is Wealth Manager/ Partner at Synergy Wealth Alliance.
Where is Jim Greene based?
Jim Greene is based out of Greater Orlando.
What is Jim Greene's work email address?
Jim Greene's professional email address is j*****@synerg***.com
Who are Jim Greene's co-workers?
Jim Greene's colleagues are Chris Bordner, Anthony Safier, Amanda Stevens, Alison Wade, Craig Townsend, Loretta Miller, Preston Bellaire, Kyle Smith, Aaron Paul, Michael Valdez, Carrie Letsinger, Chuck Krsek, Harry Overton, Richard Coloni, David Peckham, Matthew Wade, Julie Landry-Moeller, Shawn Walton, Tom Gerardi.
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Jim's co-workers

Chris Bordner avatar
Chris Bordner
CEO, Wealth Manager
Anthony Safier avatar
Anthony Safier
Wealth Manager and Team Lead
Amanda Stevens avatar
Amanda Stevens
Director of Operations
Alison Wade avatar
Alison Wade
Office Manager
Craig Townsend avatar
Craig Townsend
Managing Partner, Financial Planner
Loretta Miller avatar
Loretta Miller
Client Service Associate
Preston Bellaire avatar
Preston Bellaire
Financial Planner-Investment Advisor Representative at Synergy Wealth Alliance
Kyle Smith avatar
Kyle Smith
Financial Advisor
Aaron Paul avatar
Aaron Paul
Senior Financial Advisor
Michael Valdez avatar
Michael Valdez
LPL Branch Manager
Carrie Letsinger avatar
Carrie Letsinger
LPL Financial Advisor
Chuck Krsek avatar
Chuck Krsek
Financial Planner, Registered Representative, Investment Advisor Representative
Harry Overton avatar
Harry Overton
Partner
Richard Coloni avatar
Richard Coloni
Financial Consultant
David Peckham avatar
David Peckham
Managing Partner, Financial Planner, Investment Advisor Representative
Matthew Wade avatar
Matthew Wade
LPL Financial Planner, LPL Registered Representative, LPL Investment Advisor Representative
Julie Landry-Moeller avatar
Julie Landry-Moeller
Financial Advisor
Shawn Walton avatar
Shawn Walton
Wealth Advisor, Partner
Tom Gerardi avatar
Tom Gerardi
LPL Financial Planner, LPL Registered Representative
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