Jim Greene

Advisor to Baby Boomers Approaching Age 62 | Partner/Wealth Manager, Synergy Wealth Alliance

Jim Greene, originally from Daytona Beach, FL, is a Partner and Wealth Manager at Synergy Wealth Alliance. Since relocating to the Orlando area in 1992, he has dedicated his practice to Retirement Income and Estate Planning. With over 30 years of experience working with retirees and pre-retirees, Jim has witnessed firsthand the challenges many face in creating essential income streams for retirement.

Jim is passionate about educating clients through educational workshops across Florida, covering topics such as maximizing Social Security benefits, estate planning techniques, probate avoidance, estate conservation, long-term care planning, and managing taxes related to Social Security. His expertise lies in designing customized income plans that consider all potential sources, including Social Security.

As an Advisor specializing in Social Security timing, Jim helps Baby Boomers approaching age 62 navigate the complexities of retirement income planning. His proven Social Security Timing Roadmap assists clients in optimizing their benefits for guaranteed retirement income.

Jim also emphasizes generational planning, ensuring that clients’ children can maintain and grow assets when clients pass away. By integrating strategies for wealth transfer, legacy planning, and intergenerational tax planning, Jim provides comprehensive solutions that extend beyond the individual client.

Clients appreciate Jim’s unwavering commitment to integrity, honesty, and exceptional service. They trust him to handle their needs professionally and ethically. His dedication has led to repeat business and referrals from satisfied clients. Jim resides in Sanford, FL, where he has been happily married to his wife, Jackie, for 28 years. He is also the proud father of two daughters, Maya and Hannah, ages 23 and 21.

Licenses:
Florida: Life, Health, and Annuities

Securities Registrations (LPL Financial):
General Securities Representative — Series 7
Registered Investment Advisor Series 66