Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Couple at the shore

John Laurence Greene, CTFA, CIMC

Vice President–Wealth Management

Since 1988, I have supported affluent families with knowledgeable guidance and straightforward strategies. I recognize that wealth management can feel daunting even in the calmest market environments, so I strive to lift the burden and free clients to focus on enjoying their busy lives. From retirement and estate planning services to trust creation and cash flow management, my goal is to help clients look beyond simple investment management to align every aspect of their wealth.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • SC
  • TX
  • UT
  • VA
  • WA
  • WY

Education

  • Bachelor's Degree in Finance, Metropolitan State College of Denver

Credentials

  • Certified Investment Management Consultant
  • Certified Trust and Financial Advisor
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 451-3411

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights