As a Financial Advisor with Evergreen, Bill Greer has been helping clients navigate the path to and through retirement since 2008. Drawing on decades of business and leadership experience, including owning and operating an award-winning advertising agency, Bill applies a comprehensive approach to financial planning, combining strategic thinking with a genuine commitment to helping others succeed.

What Bill enjoys most about his work is helping clients work toward their financial goals. Whether serving clients or collaborating with colleagues, he values the meaningful relationships he builds and the opportunity to make a positive impact in the lives of others.

Outside the office, Bill is deeply committed to his community. He volunteers regularly at the local Food Bank and has served as president of two charter school boards, helping support educational opportunities for future generations.

Bill and his wife, Barbie, are proud parents of two children, Jake and Maddie. When he is not helping clients plan for the future, you can find him on the golf course, cheering on OU and Tulane football, experimenting with new recipes, or searching for great music. Friends and family will tell you that his onion burgers are hard to beat, and his homemade holiday toffee has become something of a legend.