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FINANCIAL SUCCESS DOESN'T HAPPEN BY CHANCE.

At Optimis Wealth, we deliver a team-based approach to financial planning and
client service. Our experienced specialists work together to help our clients
achieve their financial goals and provide a level of service that elevates the
entire client experience.




WE'RE TOP RANKED BY FORBES

Chad Greer has been recognized as a Best-In-State Wealth Advisor and a Top
Financial Security Professional by Forbes. Many thanks to our hardworking team,
amazing clients, and partnership with Northwestern Mutual. This wouldn’t have
been possible without you.

--------------------------------------------------------------------------------

FORBES BEST-IN-STATE TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2023),
RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF
12/31/2022. FORBES "BEST-IN-STATE WEALTH ADVISORS" LIST (APRIL 2023), BASED UPON
DATA AS OF 6/30/2022. FORBES TOP FINANCIAL SECURITY PROFESSIONALS BEST IN STATE
LIST (JULY 2022), BASED UPON DATA AS OF 12/31/2021. RESEARCH AND RANKINGS
PROVIDED BY SHOOK RESEARCH. NORTHWESTERN MUTUAL & ITS ADVISORS DO NOT PAY FOR
PLACEMENT ON 3RD PARTY RATING LISTS, BUT DO PAY MARKETING FEES TO THESE
ORGANIZATIONS TO PROMOTE THE RATING (S). RANKINGS AND RECOGNITIONS ARE NO
GUARANTEE OF FUTURE INVESTMENT SUCCESS.


CONTACT US

1600 Division St., Suite 400
Nashville, TN 37203
Office (615) 742-8721
Email

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

Charles E Greer, Kathryn Mosley Bracey, Jennifer Courtney Davenport, Brian D
Jett and Scott Matthew Speedy use Optimis Wealth as a marketing name for doing
business as representatives of Northwestern Mutual. Optimis Wealth is not a
registered investment adviser, broker-dealer, insurance agency or federal
savings bank. Northwestern Mutual is the marketing name for The Northwestern
Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability
insurance, annuities, and life insurance with long-term care benefits) and its
subsidiaries. Charles E Greer, Kathryn Mosley Bracey, Jennifer Courtney
Davenport, Brian D Jett and Scott Matthew Speedy provide investment advisory
services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC),
Milwaukee, WI, a subsidiary of NM and federal savings bank. Charles E Greer,
Jennifer Courtney Davenport, Brian D Jett and Scott Matthew Speedy are Agents of
Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care
insurance) a subsidiary of NM. Charles E Greer, Kathryn Mosley Bracey, Jennifer
Courtney Davenport, Brian D Jett and Scott Matthew Speedy provide investment
brokerage services as Registered Representatives of Northwestern Mutual
Investment Services, LLC (NMIS), a subsidiary of NM, registered investment
adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Charles
E Greer, Kathryn Mosley Bracey, Jennifer Courtney Davenport, Brian D Jett and
Scott Matthew Speedy are Insurance Agents of NM.

Northwestern Mutual Private Client Group is a select group of Northwestern
Mutual advisors and representatives. Northwestern Mutual Private Client Group is
not a registered investment adviser, broker-dealer, insurance agency, federal
savings bank or other legal entity.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.



Charles E Greer, Kathryn Mosley Bracey, Jennifer Courtney Davenport, Brian D
Jett and Scott Matthew Speedy are primarily licensed in TN and may be licensed
in other states.

Charles E Greer AR License: 2768458 CA License: 0D25588

Certified Financial Planner Board of Standards Inc. owns the certification marks
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board's initial and
ongoing certification requirements.

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