Jason Greene
Financial Representative
Jason moved to Central Florida from Miami in 1987. An avid soccer player since the age of 8, he continued playing at Lake Brantley High School and graduated in 1991. He went on to attain his undergraduate degree in Sociology from the University of Florida in 1995. After a discussion with a mentor, Jason changed paths and attended business school at the University of Central Florida. Very early in his business curriculum, the Finance Department hired him to teach undergraduate Finance students. Jason loved teaching and continued to do so until the day he graduated with his MBA in 2000. Jason then began his financial career in the banking industry, gaining experience in Commercial Lending and Private Wealth Management. Upon extensive evaluation of how he could have the biggest impact in the lives of those around him, Jason joined the SmartWealth team in 2008. He takes pride in the relationships he builds with his clients, who know their best interest is Jason’s top priority. He thrives on educating his clients—just like he educated students—while tackling their most pressing issues. He married the love of his life, Erika, in 2006. They love to travel, eat delicious food, and laugh. Above all else, they enjoy watching their two sons Asher and Ethan succeed in the classroom and on the soccer field. They have the same love for the sport that Jason has. In fact, Jason can still be found “doing his best” in the adult soccer league he participates in with other dads. Jason cares a great deal about the community in which we live and work. In the past, Jason has served on the Board of Directors for the local JCC and on the campaign cabinet for Heart of Florida United Way, and he continues to be active with the UCF Alumni Association, volunteering regularly. For his history of community service, Jason received a Jefferson Award for Public Service at a ceremony held at UCF. Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0H96412.
Linda Glenn
Office Manager
Since moving from her hometown to Orlando at the age of 13, Linda has considered herself a central Florida local. The move to Orlando all those years ago, turned out to be a wonderful start to her life story. Linda prides herself on having built a life full of family, friends, and memories.
The story really began when she met the love of her life and future husband Kevin, at Glenridge Middle School and then graduated with him from Winter Park High School in 1988. They happily got married in 1994 and later welcomed their two children, Michael and Amber, joyfully completing their little family.
More recently, Michael graduated with a Criminal Law Degree from Pfeiffer University in 2022. He is excited to start The Police Academy soon and serve the community. Amber graduated from Cortiva Institute in 2019 as a licensed esthetician. She’s currently seeking the perfect esthetician position in order to fulfil her goal of helping others feel great about themselves.
As for Linda, she proudly joined the SmartWealth team in March 2004 and still considers herself extremely blessed to work with such an amazing team of people. She feels lucky to have the opportunity to do what she loves and is passionate about, every day. You can count on Linda to provide a warm voice when you call, welcoming greeting and smile when you enter the office, and consistent exceptional service every time.
Linda looks forward to helping the SmartWealth team guide you through your financial journey!
Phillip Henry
Financial Advisor
Phillip Henry, a native Chicagoan, never lost his love for the city, even after moving to Florida. His big city drive led him to his first major accomplishment obtaining his Bachelors of Arts in Public Administration from the University of Central Florida in 2003. Phillip Henry was NOT going to stop there; in 2005 his strive for wanting to help others led him to graduating with his Masters in Public Administration with a concentration in nonprofit from his Alma Mater UCF. His ambitions lead him to serving on the Board for Aloha Environmental/Holistic Environmental Stewardship Foundation, the United Latinos of America, and the United Missionary Outreach. His plate may seem full already, but he still enjoys volunteering for his favorite charity Give Kids the World.
Phillip has been working in the financial services industry since 2007 where he gained experience working as a mutual fund trader for Bank of New York. His drive led him to follow his heart for wanting to help people by joining the SmartWealth team in 2013. His dedication to helping others is what his clients like most about him. It is important to him to help educate his clients.
Phillip Henry’s hobbies include playing tennis, playing the drums, and supporting his Chicago sports dynasties!.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, AR insurance license #17029346, CA insurance license #0J17851.
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