Dan Greene

Dan Greene

Dan Greene
Financial Consultant, RJFS | Senior Vice President, Pinnacle Asset Management

1717 Mallory Lane
Brentwood, TN37027
Phone: 615.744.2872
Fax: 615.744.2911

Dan Greene serves as a senior vice president with Pinnacle Asset Management and a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC. He is located at Pinnacle’s Cool Springs Mallory Lane location at 1717 Mallory Lane.

Greene joined Pinnacle in 2022 bringing more than 20 years of investment experience and a deep skill set focused on providing effective advice and creative insights to his clients. Previous financial service roles were with Putnam Investments, Sun Life Financial of Canada, Lincoln Financial Distributors and Planco/Hartford.

Greene earned his bachelor’s degree from State University of New York at Potsdam.  

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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

Not FDIC insured Not bank guaranteed Subject to risk and may lose value
Not guaranteed by any government agency Not a bank deposit

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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