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Donald G
ChFC®, Series 63
Nashville, TN
Cosey Financial Services, Inc.
Donald Greene is a ChFC® credentialed financial advisor with 52 years of industry experience. He has been with Cosey Financial Services, Inc. since 2017 and previously worked at Silver Oak Securities, Inc. from 2014 to 2020. Outside of his advisory role, Greene manages sales and administration for Association Marketing Group, LLC, and owns Don Greene and Associates, focusing on life insurance sales. He is also involved with College Planning Funding Solutions, Inc., assisting in college funding plan design. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives, with a notable focus on insurance-related activities and retirement plan consulting.
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