James Greer

James Greer, CFP®, is a Senior Financial Advisor at Vanguard, providing financial planning services to high net worth clients. Prior to this role, Greer held various positions in the financial sector, including a Wealth Advisor at Mercer Advisors and a Financial Advisor at Vanguard. Greer began their career as a Security Guard at Contemporary Services Corporation and later served as a Private Investigator Apprentice at Greer’s Private Investigations. They are currently pursuing a Master's in Business Administration at DeVry University, maintaining a 4.0 GPA.