Daniel Greer | Financial Advisor | Nashville, TN | U.S. Bancorp Wealth Management

Lee Greer

Wealth Management Advisor
U.S. Bancorp Investments
AWMA®

615.386.2235

Primary Office
4241 Harding Pike
Nashville, TN 37205
Let's Connect

Thank You

Your message has been sent to Lee Greer. We look forward to being in touch.

Contact Me

Complete this form and Lee Greer will contact you to discuss your needs.

* Indicates required fields

Error: Please correct the errors and send your information again.
Error: First Name is a required field.
Error: Last Name is a required field.
Error: Phone Number is a required field.
Error: Phone Number entered is incorrect.
Error: Email Address is a required field.
Error: Email Address is invalid.
Which areas interest you? Check all that apply *
Error: Area of interest is required field.

Meet My Team

About Me

It is my pleasure to serve the financial needs of people in the Greater Nashville Area. I started in the financial industry in 1994. I hold a Bachelor of Science degree in economics from the University of Tennessee at Martin in Martin, Tennessee.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I enjoy watching sports and going to concerts.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.