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Professional

About John:

John Greer began his career with Northwestern Mutual Financial Network upon his graduation from the University of Connecticut.  Becoming a Financial Advisor has provided John with the ability to assist clients in achieving their life goals as well as to establish a business of his own.

Today John enjoys the time invested into his financial planning practice.  After years of hard-earned success,  John enjoys helping his clients identify and achieve the goals they have strived for... together.  He finds this practice rewarding as he helps:

  • Celebrate milestones: birth of a child, acceptance of a child into college, marriage, the long-sought for and well-deserved promotion, and
  • Provide support during personal challenges: death of a loved one, loss of employment, or disability.

His knowledge and professionalism coupled with compassion and conviction for each client create a relaxed environment that makes difficult or complex decisions seem simpler.

Designations

John Greer has earned the Chartered Life Underwriter (CLU®) professional designation and the Chartered Financial Consultant (ChFC®) professional designation.
 
CLU®:
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
ChFC®:
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
 

Professional Memberships: 

Estate and Business Planning Council of Harford

E&BPC of Hartford Connecticut is an interdisciplinary organization for professionals involved in estate planning.

E&BPC of Hartford Connecticut strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines.

Glastonbury Chamber of Commerce

The Glastonbury Chamber of Commerce is a private, not-for-profit business organization formed to foster a strong economy by providing members and the community with relevant services and information. The mission of the Chamber is to promote the business community, the overall economic climate and an enhanced quality of life in Glastonbury. In so doing, the Chamber serves its members and the community at large.

 

 

 

Education

Degree Major Institution
Bachelor of Science Marketing Connecticut, U of

Awards and Recognition

National Quality Award   1978-1985, 1987-2000, 2002, 2006-2009
Award recognizing persistency and performance