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:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • MI
  • MO
  • MT
  • 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

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Outlook on interest rates

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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