Nelson Greene is a CFP® professional with six years of industry experience currently with Highline Private Wealth, LLC in Jacksonville, FL. His prior roles include positions at Financial Independence Advisors, LLC, Parkside Investments, LLC, and TD Ameritrade, Inc. Outside of advisory work, he is a co-owner of Deepwake Analytics, LLC, providing operational data consultation for small businesses. Highline Private Wealth, LLC is a small firm serving clients with personalized wealth management strategies.

Richard Crawford II is a financial advisor at Highline Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and also serves as Senior Director of Wealth Market Commercial Strategy at SS&C Technologies, Inc., where he has worked since 2016. Highline Private Wealth, LLC is a small firm comprising two advisors that provides personalized wealth management services.