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.

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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
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • 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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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights